+1,867.7%
CNP vs TECH
+101,612.5%
-99,744.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.7% |
| 3M | +0.9% | +0.9% | +0.1% | +0.8% |
| 6M | -1.1% | +51.0% | -52.1% | -5.4% |
| YTD | +8.3% | +24.4% | -16.1% | +5.0% |
| 1Y | +5.9% | +27.6% | -21.7% | +2.3% |
| 3Y | +64.6% | +29.9% | +34.7% | +56.3% |
| 5Y | +74.6% | -40.6% | +115.2% | +77.8% |
| 10Y | +139.8% | +196.7% | -56.9% | +107.5% |
| All | +1,867.7% | +101,612.5% | -99,744.8% | +1,473.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling