+69.9%
CNP vs AON
+9.3%
+60.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.6% | +0.1% |
| 7D | +0.7% | -7.9% | +8.6% | +2.9% |
| 30D | -0.1% | -14.6% | +14.6% | +4.1% |
| 3M | -5.6% | -7.9% | +2.3% | -4.0% |
| 6M | -7.5% | -8.0% | +0.5% | -6.1% |
| YTD | +5.5% | -13.2% | +18.7% | +8.7% |
| 1Y | +8.3% | -16.4% | +24.8% | +12.9% |
| 3Y | +51.8% | -6.7% | +58.4% | +50.6% |
| 5Y | +69.9% | +8.0% | +61.9% | +58.0% |
| All | +69.9% | +9.3% | +60.6% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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