+139.8%
CNP vs GEN
+166.9%
-27.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -4.3% | -0.3% | -4.0% | -4.3% |
| 30D | +5.7% | +28.2% | -22.4% | +2.4% |
| 3M | +0.9% | +2.6% | -1.7% | +0.1% |
| 6M | -1.1% | +32.7% | -33.7% | -5.3% |
| YTD | +8.3% | +11.3% | -3.0% | +5.8% |
| 1Y | +5.9% | +17.9% | -12.0% | +2.6% |
| 3Y | +64.6% | +66.3% | -1.7% | +50.1% |
| 5Y | +74.6% | +31.7% | +42.9% | +62.4% |
| 10Y | +139.8% | +150.0% | -10.2% | +102.6% |
| All | +139.8% | +166.9% | -27.0% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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