+8.3%
CNP vs IVZ
+50.2%
-41.8%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.9% |
| 7D | +0.7% | +1.2% | -0.5% | +0.7% |
| 30D | -0.1% | +1.8% | -1.8% | +0.1% |
| 3M | -5.6% | +15.7% | -21.4% | -4.5% |
| 6M | -7.5% | +36.3% | -43.8% | -5.6% |
| YTD | +5.5% | +24.9% | -19.4% | +7.5% |
| 1Y | +8.3% | +48.9% | -40.6% | +8.8% |
| All | +8.3% | +50.2% | -41.8% | +8.8% |
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