+4.6%
CNP vs SU
+67.3%
-62.7%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.4% | +2.2% | -3.6% | -1.6% |
| 30D | -2.9% | +8.4% | -11.4% | -3.5% |
| 3M | -7.5% | +12.1% | -19.6% | -8.4% |
| 6M | -7.9% | +19.7% | -27.6% | -9.7% |
| YTD | +3.7% | +58.4% | -54.7% | -2.3% |
| 1Y | +4.6% | +67.2% | -62.6% | -0.7% |
| All | +4.6% | +67.3% | -62.7% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling