+144.0%
CNP vs MSCI
+809.1%
-665.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | -0.1% | -1.9% | +1.8% | +0.4% |
| 30D | +5.0% | +16.5% | -11.4% | +0.5% |
| 3M | +2.7% | +18.2% | -15.5% | -2.3% |
| 6M | -1.9% | +14.0% | -15.9% | -6.3% |
| YTD | +8.8% | +16.6% | -7.8% | +2.4% |
| 1Y | +5.6% | +14.8% | -9.2% | -0.1% |
| 3Y | +63.2% | +33.3% | +29.9% | +43.6% |
| 5Y | +73.8% | +9.1% | +64.7% | +58.5% |
| 10Y | +144.0% | +820.4% | -676.4% | +20.8% |
| All | +144.0% | +809.1% | -665.1% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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