+66.4%
CNP vs DAR
+33.7%
+32.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.5% |
| 7D | +1.3% | +11.6% | -10.3% | +0.8% |
| 30D | +3.8% | -10.2% | +14.0% | +4.3% |
| 3M | +2.4% | -14.8% | +17.2% | +3.1% |
| 6M | -1.2% | -10.1% | +8.9% | -0.7% |
| YTD | +9.3% | +55.5% | -46.3% | +6.5% |
| 1Y | +6.4% | +61.7% | -55.2% | +3.5% |
| 3Y | +66.4% | +37.2% | +29.2% | +64.3% |
| All | +66.4% | +33.7% | +32.7% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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