+140.6%
CNP vs BUD
-3.2%
+143.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.5% | -1.6% | +4.0% | +3.0% |
| 30D | +4.0% | +6.7% | -2.6% | +1.5% |
| 3M | +1.6% | +5.9% | -4.2% | -0.8% |
| 6M | -1.7% | +5.1% | -6.7% | -4.0% |
| YTD | +8.6% | +32.9% | -24.2% | -3.1% |
| 1Y | +5.8% | +31.8% | -26.0% | -5.4% |
| 3Y | +63.0% | +47.4% | +15.6% | +36.9% |
| 5Y | +74.7% | +50.8% | +23.8% | +41.8% |
| All | +140.6% | -3.2% | +143.7% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling