+137.3%
CNP vs SUI
+110.1%
+27.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.6% |
| 7D | +1.1% | -2.8% | +3.9% | +2.6% |
| 30D | -1.8% | -1.2% | -0.7% | -1.3% |
| 3M | -4.6% | -1.7% | -2.9% | -4.0% |
| 6M | -8.8% | -10.5% | +1.6% | -3.9% |
| YTD | +5.2% | -1.8% | +7.1% | +5.5% |
| 1Y | +8.3% | -4.1% | +12.4% | +9.6% |
| 3Y | +54.9% | +11.3% | +43.6% | +39.4% |
| 5Y | +73.5% | -32.1% | +105.6% | +106.2% |
| All | +137.3% | +110.1% | +27.3% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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