+69.9%
CNP vs TECK
+213.6%
-143.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.8% |
| 7D | +0.7% | +4.9% | -4.2% | +0.4% |
| 30D | -0.1% | +5.2% | -5.2% | -0.4% |
| 3M | -5.6% | +13.8% | -19.4% | -6.4% |
| 6M | -7.5% | +38.5% | -46.0% | -9.7% |
| YTD | +5.5% | +47.3% | -41.8% | +2.3% |
| 1Y | +8.3% | +81.0% | -72.6% | +3.4% |
| 3Y | +51.8% | +79.9% | -28.1% | +42.7% |
| 5Y | +69.9% | +207.9% | -138.0% | +59.3% |
| All | +69.9% | +213.6% | -143.8% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 5y: compounded portfolio wealth divided by compounded TECK 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…
5y analysis · Full analysis span regression · 6 months rolling