+74.4%
CNP vs BN
+37.9%
+36.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +1.1% | -2.5% | +3.6% | +1.6% |
| 30D | -1.8% | -9.5% | +7.7% | +0.1% |
| 3M | -4.6% | -10.4% | +5.7% | -2.7% |
| 6M | -8.8% | -6.4% | -2.5% | -8.1% |
| YTD | +5.2% | -11.9% | +17.1% | +7.2% |
| 1Y | +8.3% | -8.6% | +16.9% | +9.1% |
| 3Y | +54.9% | +77.6% | -22.7% | +27.6% |
| All | +74.4% | +37.9% | +36.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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