+1,020.8%
CNP vs SUI
+4,109.4%
-3,088.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.2% |
| 7D | -4.2% | +6.2% | -10.4% | -6.4% |
| 30D | +5.5% | +8.6% | -3.1% | +2.2% |
| 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% | +5.7% |
| 3Y | +61.1% | +15.3% | +45.9% | +49.3% |
| 5Y | +73.0% | -26.1% | +99.1% | +85.3% |
| 10Y | +141.9% | +117.8% | +24.0% | +82.9% |
| All | +1,020.8% | +4,109.4% | -3,088.7% | +355.1% |
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