+139.8%
CNP vs TECH
+204.1%
-64.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -4.3% | +0.2% | -4.5% | -4.3% |
| 30D | +5.7% | +0.5% | +5.2% | +5.6% |
| 3M | +0.9% | +0.9% | +0.1% | +0.8% |
| 6M | -1.1% | +51.0% | -52.1% | -8.0% |
| YTD | +8.3% | +24.4% | -16.1% | +3.0% |
| 1Y | +5.9% | +27.6% | -21.7% | +0.1% |
| 3Y | +64.6% | +29.9% | +34.7% | +48.9% |
| 5Y | +74.6% | -40.6% | +115.2% | +87.2% |
| 10Y | +139.8% | +196.7% | -56.9% | +64.3% |
| All | +139.8% | +204.1% | -64.3% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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