+72.0%
CNP vs BEN
+42.4%
+29.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.4% | +1.2% |
| 7D | +1.6% | +4.7% | -3.0% | +0.9% |
| 30D | -0.8% | +2.6% | -3.4% | -1.2% |
| 3M | -3.6% | +11.5% | -15.1% | -5.4% |
| 6M | -6.9% | +35.3% | -42.3% | -11.9% |
| YTD | +6.4% | +48.6% | -42.2% | -1.2% |
| 1Y | +9.9% | +46.7% | -36.7% | +2.2% |
| 3Y | +53.1% | +57.0% | -3.9% | +38.3% |
| 5Y | +72.0% | +41.8% | +30.1% | +51.3% |
| All | +72.0% | +42.4% | +29.6% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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