+1,812.7%
CNP vs GEN
+8,838.8%
-7,026.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.6% |
| 7D | +1.1% | -1.2% | +2.3% | +1.2% |
| 30D | -1.8% | +10.1% | -12.0% | -2.5% |
| 3M | -4.6% | +16.1% | -20.7% | -5.6% |
| 6M | -8.8% | +38.9% | -47.7% | -11.0% |
| YTD | +5.2% | +14.4% | -9.2% | +4.0% |
| 1Y | +8.3% | +5.9% | +2.4% | +7.5% |
| 3Y | +54.9% | +58.8% | -3.9% | +49.2% |
| 5Y | +73.5% | +24.7% | +48.8% | +68.8% |
| 10Y | +139.1% | +163.1% | -23.9% | +120.1% |
| All | +1,812.7% | +8,838.8% | -7,026.2% | +1,319.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling