+74.7%
CNP vs PAAS
+51.0%
+23.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.1% |
| 7D | +2.5% | -7.0% | +9.5% | +2.9% |
| 30D | +4.0% | -15.3% | +19.3% | +5.0% |
| 3M | +1.6% | -27.7% | +29.4% | +3.5% |
| 6M | -1.7% | -40.5% | +38.8% | +1.4% |
| YTD | +8.6% | -26.5% | +35.1% | +9.3% |
| 1Y | +5.8% | -0.8% | +6.6% | +3.3% |
| 3Y | +63.0% | +196.9% | -133.9% | +35.9% |
| 5Y | +74.7% | +49.2% | +25.5% | +59.9% |
| All | +74.7% | +51.0% | +23.7% | +59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling