+73.8%
CNP vs URI
+214.4%
-140.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.7% | -1.1% |
| 7D | -0.1% | +2.6% | -2.7% | -0.4% |
| 30D | +5.0% | +9.1% | -4.0% | +4.0% |
| 3M | +2.7% | +1.0% | +1.7% | +2.4% |
| 6M | -1.9% | +23.3% | -25.2% | -4.5% |
| YTD | +8.8% | +43.3% | -34.5% | +3.4% |
| 1Y | +5.6% | +35.9% | -30.3% | +1.0% |
| 3Y | +63.2% | +158.6% | -95.4% | +38.1% |
| 5Y | +73.8% | +213.1% | -139.4% | +39.0% |
| All | +73.8% | +214.4% | -140.7% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling