+131.5%
CNP vs AMC
-98.9%
+230.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.2% |
| 7D | +1.6% | -0.8% | +2.4% | +1.7% |
| 30D | -0.8% | -1.2% | +0.4% | -0.8% |
| 3M | -3.6% | +42.2% | -45.8% | -4.0% |
| 6M | -6.9% | +118.8% | -125.7% | -7.9% |
| YTD | +6.4% | +64.1% | -57.7% | +5.6% |
| 1Y | +9.9% | -9.5% | +19.5% | +9.7% |
| 3Y | +53.1% | -64.3% | +117.4% | +53.1% |
| 5Y | +72.0% | -99.5% | +171.4% | +76.7% |
| 10Y | +131.5% | -98.9% | +230.4% | +100.4% |
| All | +131.5% | -98.9% | +230.4% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling