+5.6%
CNP vs URI
+36.1%
-30.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.7% | -0.9% |
| 7D | -0.1% | +2.4% | -2.5% | -0.3% |
| 30D | +5.0% | +8.9% | -3.8% | +4.5% |
| 3M | +2.7% | +0.8% | +1.8% | +2.4% |
| 6M | -1.9% | +23.1% | -25.0% | -3.0% |
| YTD | +8.8% | +43.1% | -34.3% | +7.3% |
| 1Y | +5.6% | +35.7% | -30.0% | +3.9% |
| All | +5.6% | +36.1% | -30.4% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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