+6.7%
CNP vs SUI
-0.1%
+6.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.0% |
| 7D | -4.2% | +6.2% | -10.4% | -5.6% |
| 30D | +5.5% | +8.6% | -3.1% | +3.0% |
| 3M | +0.6% | +1.0% | -0.4% | +0.2% |
| 6M | -2.8% | -2.6% | -0.2% | -2.4% |
| YTD | +7.9% | -0.1% | +8.0% | +7.1% |
| 1Y | +6.7% | +0.5% | +6.2% | +5.6% |
| All | +6.7% | -0.1% | +6.8% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling