+54.6%
CNP vs AHR
+357.7%
-303.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +0.7% | -4.3% | +5.0% | +1.5% |
| 30D | -0.1% | -3.1% | +3.0% | +0.5% |
| 3M | -5.6% | +15.7% | -21.3% | -8.3% |
| 6M | -7.5% | +4.1% | -11.6% | -8.6% |
| YTD | +5.5% | +15.4% | -9.9% | +2.3% |
| 1Y | +8.3% | +28.0% | -19.6% | +3.0% |
| All | +54.6% | +357.7% | -303.1% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 5y: compounded portfolio wealth divided by compounded AHR 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…
5y analysis · Full analysis span regression · 6 months rolling