+140.6%
CNP vs SPXU
-99.5%
+240.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | +0.1% |
| 7D | +2.5% | -9.4% | +11.8% | +0.2% |
| 30D | +4.0% | +7.4% | -3.4% | +6.1% |
| 3M | +1.6% | +6.2% | -4.5% | +3.6% |
| 6M | -1.7% | -7.2% | +5.5% | -2.7% |
| YTD | +8.6% | -26.8% | +35.4% | +2.0% |
| 1Y | +5.8% | -26.3% | +32.1% | -0.3% |
| 3Y | +63.0% | -80.6% | +143.6% | +13.2% |
| 5Y | +74.7% | -83.6% | +158.2% | +30.1% |
| All | +140.6% | -99.5% | +240.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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