+131.5%
CNP vs EMB
+29.2%
+102.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.3% |
| 7D | +1.6% | +0.3% | +1.4% | +1.3% |
| 30D | -0.8% | -0.5% | -0.3% | -0.2% |
| 3M | -3.6% | +0.3% | -3.9% | -4.0% |
| 6M | -6.9% | +1.2% | -8.1% | -8.5% |
| YTD | +6.4% | +1.5% | +5.0% | +4.3% |
| 1Y | +9.9% | +4.8% | +5.1% | +3.7% |
| 3Y | +53.1% | +30.4% | +22.7% | +10.6% |
| 5Y | +72.0% | +7.3% | +64.7% | +65.5% |
| 10Y | +131.5% | +29.7% | +101.8% | +86.9% |
| All | +131.5% | +29.2% | +102.3% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EMB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling