+139.9%
CNP vs RGEN
+402.3%
-262.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.7% |
| 7D | +0.7% | -4.6% | +5.2% | +1.0% |
| 30D | -0.1% | +1.2% | -1.2% | -0.2% |
| 3M | -5.6% | +26.8% | -32.5% | -7.6% |
| 6M | -7.5% | +29.1% | -36.5% | -9.8% |
| YTD | +5.5% | +0.7% | +4.8% | +4.9% |
| 1Y | +8.3% | +39.1% | -30.7% | +4.5% |
| 3Y | +51.8% | +2.2% | +49.5% | +47.0% |
| 5Y | +69.9% | -44.0% | +113.9% | +71.0% |
| 10Y | +139.9% | +412.7% | -272.8% | +96.2% |
| All | +139.9% | +402.3% | -262.3% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded RGEN 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling