+73.9%
CNP vs NDAQ
+60.8%
+13.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | -4.2% | +0.8% | -5.0% | -4.4% |
| 30D | +5.5% | +16.5% | -11.0% | +2.1% |
| 3M | +0.6% | +13.5% | -12.9% | -2.2% |
| 6M | -2.8% | +20.9% | -23.8% | -7.1% |
| YTD | +7.9% | +11.4% | -3.5% | +4.9% |
| 1Y | +6.7% | +25.9% | -19.3% | +0.2% |
| 3Y | +61.1% | +119.9% | -58.7% | +26.7% |
| All | +73.9% | +60.8% | +13.2% | +47.0% |
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