+139.9%
CNP vs HDB
+32.4%
+107.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.4% |
| 7D | +0.7% | -4.9% | +5.5% | +2.1% |
| 30D | -0.1% | -5.8% | +5.8% | +1.6% |
| 3M | -5.6% | -5.2% | -0.4% | -4.8% |
| 6M | -7.5% | -25.7% | +18.2% | -0.1% |
| YTD | +5.5% | -39.6% | +45.1% | +21.1% |
| 1Y | +8.3% | -36.9% | +45.3% | +22.5% |
| 3Y | +51.8% | -29.7% | +81.5% | +62.4% |
| 5Y | +69.9% | -37.8% | +107.6% | +85.4% |
| 10Y | +139.9% | +33.7% | +106.2% | +99.2% |
| All | +139.9% | +32.4% | +107.5% | +99.2% |
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