+49.2%
CNP vs INVH
-9.6%
+58.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.9% |
| 7D | -2.2% | -3.1% | +1.0% | -1.1% |
| 30D | -2.1% | -7.5% | +5.4% | +0.5% |
| 3M | -7.9% | -6.3% | -1.6% | -5.9% |
| 6M | -8.3% | +9.4% | -17.8% | -11.0% |
| YTD | +3.8% | +1.4% | +2.4% | +3.1% |
| 1Y | +5.9% | -4.1% | +10.0% | +7.1% |
| All | +49.2% | -9.6% | +58.8% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling