+1,812.7%
CNP vs SONY
+543.6%
+1,269.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | +1.1% | -1.2% | +2.3% | +1.3% |
| 30D | -1.8% | +9.4% | -11.3% | -3.3% |
| 3M | -4.6% | +10.5% | -15.1% | -6.4% |
| 6M | -8.8% | +11.7% | -20.5% | -10.9% |
| YTD | +5.2% | -4.1% | +9.3% | +5.4% |
| 1Y | +8.3% | -11.8% | +20.1% | +9.7% |
| 3Y | +54.9% | +45.9% | +9.0% | +42.4% |
| 5Y | +73.5% | +16.3% | +57.2% | +63.7% |
| 10Y | +139.1% | +297.6% | -158.5% | +83.2% |
| All | +1,812.7% | +543.6% | +1,269.1% | +1,092.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling