+69.9%
CNP vs NI
+95.2%
-25.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.5% |
| 7D | +0.7% | +1.3% | -0.6% | -0.3% |
| 30D | -0.1% | -0.3% | +0.2% | +0.2% |
| 3M | -5.6% | -9.5% | +3.8% | +1.4% |
| 6M | -7.5% | -10.2% | +2.8% | +0.1% |
| YTD | +5.5% | +1.8% | +3.7% | +4.2% |
| 1Y | +8.3% | +5.7% | +2.7% | +3.9% |
| 3Y | +51.8% | +69.6% | -17.9% | +0.1% |
| 5Y | +69.9% | +95.8% | -25.9% | +0.5% |
| All | +69.9% | +95.2% | -25.3% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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