+74.4%
CNP vs NDAQ
+55.8%
+18.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +1.1% | -2.4% | +3.5% | +1.6% |
| 30D | -1.8% | +2.5% | -4.3% | -2.3% |
| 3M | -4.6% | +9.9% | -14.6% | -6.7% |
| 6M | -8.8% | +9.4% | -18.3% | -10.9% |
| YTD | +5.2% | +0.4% | +4.8% | +4.7% |
| 1Y | +8.3% | +4.0% | +4.3% | +6.6% |
| 3Y | +54.9% | +94.4% | -39.5% | +26.6% |
| All | +74.4% | +55.8% | +18.6% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling