+56.1%
CNP vs AMIX
-100.0%
+156.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -4.2% | -16.0% | +11.8% | -4.2% |
| 30D | +5.5% | -55.4% | +61.0% | +5.3% |
| 3M | +0.6% | -87.5% | +88.1% | 0.0% |
| 6M | -2.8% | -81.2% | +78.4% | -2.1% |
| YTD | +7.9% | -86.8% | +94.7% | +8.5% |
| 1Y | +6.7% | -91.6% | +98.2% | +7.3% |
| All | +56.1% | -100.0% | +156.1% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling