+61.1%
CNP vs BB
+132.4%
-71.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.4% | -2.7% | +1.7% |
| 7D | -4.2% | +3.8% | -8.0% | -4.3% |
| 30D | +5.5% | -0.3% | +5.9% | +5.5% |
| 3M | +0.6% | -0.5% | +1.0% | +0.5% |
| 6M | -2.8% | +45.9% | -48.8% | -4.5% |
| YTD | +7.9% | +130.6% | -122.7% | +4.1% |
| 1Y | +6.7% | +89.2% | -82.5% | +3.7% |
| 3Y | +61.1% | +137.5% | -76.4% | +51.4% |
| All | +61.1% | +132.4% | -71.3% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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