+52.9%
CNP vs NXT
+171.8%
-118.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.8% |
| 7D | +0.7% | -0.2% | +0.9% | +0.7% |
| 30D | -0.1% | -20.0% | +19.9% | +0.2% |
| 3M | -5.6% | -30.9% | +25.3% | -5.3% |
| 6M | -7.5% | -23.8% | +16.3% | -7.5% |
| YTD | +5.5% | -5.4% | +10.9% | +4.8% |
| 1Y | +8.3% | +28.0% | -19.7% | +6.5% |
| 3Y | +51.8% | +93.3% | -41.6% | +44.7% |
| All | +52.9% | +171.8% | -118.9% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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