+9.3%
CNP vs TECH
+34.2%
-24.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +1.6% | +0.2% | +1.5% | +1.6% |
| 30D | -0.8% | +0.1% | -0.9% | -0.8% |
| 3M | -3.6% | +37.5% | -41.1% | -3.5% |
| 6M | -6.9% | +34.6% | -41.5% | -6.8% |
| YTD | +6.4% | +23.5% | -17.1% | +6.5% |
| All | +9.3% | +34.2% | -24.9% | +10.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling