+132.5%
CNP vs TECH
+189.8%
-57.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -2.2% | -0.5% | -1.6% | -2.1% |
| 30D | -2.1% | 0.0% | -2.1% | -2.1% |
| 3M | -7.9% | +37.4% | -45.4% | -12.8% |
| 6M | -8.3% | +36.9% | -45.2% | -13.9% |
| YTD | +3.8% | +23.1% | -19.3% | -1.1% |
| 1Y | +5.9% | +42.2% | -36.4% | -2.4% |
| 3Y | +49.3% | +1.9% | +47.3% | +42.8% |
| 5Y | +69.3% | -42.9% | +112.2% | +82.6% |
| All | +132.5% | +189.8% | -57.3% | +61.5% |
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