+139.8%
CNP vs HDB
+61.5%
+78.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.3% | -0.4% |
| 7D | -4.3% | +13.7% | -18.0% | -7.8% |
| 30D | +5.7% | +15.8% | -10.1% | +1.2% |
| 3M | +0.9% | +9.2% | -8.3% | -2.0% |
| 6M | -1.1% | +3.2% | -4.2% | -2.8% |
| YTD | +8.3% | -29.4% | +37.6% | +18.6% |
| 1Y | +5.9% | -27.9% | +33.8% | +15.2% |
| 3Y | +64.6% | -5.9% | +70.5% | +60.5% |
| 5Y | +74.6% | -23.5% | +98.1% | +78.4% |
| 10Y | +139.8% | +61.3% | +78.5% | +85.1% |
| All | +139.8% | +61.5% | +78.3% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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