+134.8%
CNP vs PAAS
+192.1%
-57.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.3% | +1.6% |
| 7D | -4.2% | +8.4% | -12.6% | -4.9% |
| 30D | +5.5% | -7.2% | +12.7% | +6.1% |
| 3M | +0.6% | -14.0% | +14.6% | +1.6% |
| 6M | -2.8% | -26.8% | +23.9% | -0.7% |
| YTD | +7.9% | -19.8% | +27.6% | +8.2% |
| 1Y | +6.7% | +22.8% | -16.2% | +1.9% |
| 3Y | +61.1% | +183.6% | -122.5% | +36.0% |
| 5Y | +73.0% | +73.8% | -0.9% | +51.4% |
| All | +134.8% | +192.1% | -57.3% | +82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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