+8.3%
CNP vs IVZ
+30.5%
-22.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -3.1% |
| 7D | -1.3% | +2.6% | -4.0% | -1.1% |
| 30D | +8.7% | -3.5% | +12.2% | +8.6% |
| 3M | -0.7% | -7.4% | +6.7% | -1.1% |
| 6M | -4.2% | +14.7% | -18.9% | -2.8% |
| YTD | +8.9% | +14.6% | -5.7% | +11.2% |
| 1Y | +8.3% | +30.7% | -22.4% | +11.4% |
| All | +8.3% | +30.5% | -22.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling