+475.2%
CNP vs ACWI
+356.8%
+118.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.8% |
| 7D | +1.1% | +0.5% | +0.6% | +0.7% |
| 30D | -1.8% | +0.9% | -2.7% | -2.5% |
| 3M | -4.6% | +2.4% | -7.0% | -6.7% |
| 6M | -8.8% | +12.4% | -21.2% | -17.0% |
| YTD | +5.2% | +15.2% | -9.9% | -6.1% |
| 1Y | +8.3% | +22.7% | -14.4% | -8.0% |
| 3Y | +54.9% | +75.8% | -20.9% | -1.5% |
| 5Y | +73.5% | +67.7% | +5.8% | +12.6% |
| 10Y | +139.1% | +229.0% | -89.9% | -5.2% |
| All | +475.2% | +356.8% | +118.3% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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