+64.2%
CNP vs URI
+155.7%
-91.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.2% |
| 7D | -3.0% | -6.0% | +2.9% | -2.6% |
| 30D | +6.8% | +4.6% | +2.2% | +6.5% |
| 3M | +3.6% | -2.7% | +6.3% | +3.7% |
| 6M | 0.0% | +18.4% | -18.4% | -1.3% |
| YTD | +9.4% | +37.4% | -28.0% | +6.6% |
| 1Y | +6.8% | +30.4% | -23.5% | +4.4% |
| 3Y | +64.2% | +147.9% | -83.8% | +46.3% |
| All | +64.2% | +155.7% | -91.5% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling