+143.3%
CNP vs IBN
+364.2%
-220.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +0.7% |
| 7D | -3.0% | +15.8% | -18.8% | -6.6% |
| 30D | +6.8% | +25.1% | -18.2% | +0.8% |
| 3M | +3.6% | +16.0% | -12.3% | -0.4% |
| 6M | 0.0% | +32.8% | -32.8% | -7.3% |
| YTD | +9.4% | +18.0% | -8.6% | +4.2% |
| 1Y | +6.8% | +15.9% | -9.1% | +2.2% |
| 3Y | +64.2% | +57.6% | +6.5% | +42.4% |
| 5Y | +76.0% | +74.7% | +1.3% | +46.5% |
| 10Y | +143.3% | +373.9% | -230.6% | +60.8% |
| All | +143.3% | +364.2% | -220.8% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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