+7,926.8%
BNY vs CNP
+1,848.2%
+6,078.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | +1.5% | +1.6% | -0.2% | +1.0% |
| 30D | +3.3% | -0.8% | +4.1% | +3.5% |
| 3M | +15.3% | -3.6% | +18.9% | +16.3% |
| 6M | +42.5% | -6.9% | +49.4% | +45.0% |
| YTD | +42.0% | +6.4% | +35.6% | +38.6% |
| 1Y | +59.3% | +9.9% | +49.3% | +53.7% |
| 3Y | +291.2% | +53.1% | +238.1% | +238.7% |
| 5Y | +252.1% | +72.0% | +180.1% | +192.8% |
| 10Y | +407.1% | +131.5% | +275.6% | +272.4% |
| All | +7,926.8% | +1,848.2% | +6,078.6% | +2,585.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CNP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling