+73.9%
CNP vs GEN
+32.5%
+41.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.4% | +2.0% |
| 7D | -4.2% | +2.3% | -6.5% | -4.5% |
| 30D | +5.5% | +33.1% | -27.5% | +2.1% |
| 3M | +0.6% | +6.5% | -5.9% | -0.6% |
| 6M | -2.8% | +53.8% | -56.6% | -8.6% |
| YTD | +7.9% | +11.2% | -3.4% | +6.3% |
| 1Y | +6.7% | +19.4% | -12.7% | +3.8% |
| 3Y | +61.1% | +81.0% | -19.9% | +43.5% |
| All | +73.9% | +32.5% | +41.5% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling