+6.8%
CNP vs AMRZ
-13.9%
+20.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.8% | +1.0% |
| 7D | -3.0% | +0.2% | -3.2% | -3.0% |
| 30D | +6.8% | +16.2% | -9.3% | +7.0% |
| 3M | +3.6% | -8.9% | +12.6% | +3.3% |
| 6M | 0.0% | -20.1% | +20.1% | -0.5% |
| YTD | +9.4% | -21.3% | +30.7% | +8.6% |
| 1Y | +6.8% | -12.6% | +19.5% | +6.4% |
| All | +6.8% | -13.9% | +20.7% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling