+993.5%
CNP vs SUI
+4,037.5%
-3,044.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.4% | -0.7% |
| 7D | +1.1% | -2.8% | +3.9% | +2.1% |
| 30D | -1.8% | -1.2% | -0.7% | -1.5% |
| 3M | -4.6% | -1.7% | -2.9% | -4.2% |
| 6M | -8.8% | -10.5% | +1.6% | -5.4% |
| YTD | +5.2% | -1.8% | +7.1% | +5.5% |
| 1Y | +8.3% | -4.1% | +12.4% | +9.4% |
| 3Y | +54.9% | +11.3% | +43.6% | +45.5% |
| 5Y | +73.5% | -32.1% | +105.6% | +92.1% |
| 10Y | +139.1% | +110.4% | +28.7% | +83.5% |
| All | +993.5% | +4,037.5% | -3,044.0% | +348.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling