+8.3%
CNP vs OKTA
+114.8%
-106.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.5% |
| 7D | -1.3% | -14.2% | +12.9% | -2.1% |
| 30D | +8.7% | -12.5% | +21.2% | +8.1% |
| 3M | -0.7% | +29.2% | -30.0% | +1.1% |
| 6M | -4.2% | +147.3% | -151.5% | +2.4% |
| YTD | +8.9% | +120.9% | -112.1% | +15.2% |
| 1Y | +8.3% | +119.7% | -111.3% | +14.6% |
| All | +8.3% | +114.8% | -106.4% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 1y: compounded portfolio wealth divided by compounded OKTA 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…
1y analysis · Full analysis span regression · 6 months rolling