+1,860.4%
CNP vs BEN
+4,818.7%
-2,958.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.7% | -3.0% | +0.6% |
| 7D | -4.2% | +6.6% | -10.8% | -5.7% |
| 30D | +5.5% | +3.8% | +1.7% | +4.5% |
| 3M | +0.6% | +0.2% | +0.4% | +0.3% |
| 6M | -2.8% | +10.4% | -13.3% | -5.5% |
| YTD | +7.9% | +46.2% | -38.3% | -2.3% |
| 1Y | +6.7% | +52.3% | -45.6% | -4.4% |
| 3Y | +61.1% | +65.9% | -4.8% | +38.5% |
| 5Y | +73.0% | +20.6% | +52.4% | +57.4% |
| 10Y | +141.9% | +64.8% | +77.1% | +95.0% |
| All | +1,860.4% | +4,818.7% | -2,958.2% | +804.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling