+132.3%
CNP vs HAS
+56.8%
+75.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +1.1% | -1.8% | +2.9% | +1.5% |
| 30D | -1.8% | +2.3% | -4.1% | -2.4% |
| 3M | -4.6% | +10.4% | -15.0% | -7.2% |
| 6M | -8.8% | -3.2% | -5.6% | -8.8% |
| YTD | +5.2% | +15.4% | -10.2% | +0.5% |
| 1Y | +8.3% | +18.8% | -10.5% | +2.5% |
| 3Y | +54.9% | +43.9% | +10.9% | +35.7% |
| 5Y | +73.5% | +13.9% | +59.6% | +59.8% |
| All | +132.3% | +56.8% | +75.5% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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