+132.5%
CNP vs UUUU
+495.2%
-362.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.7% | -1.3% |
| 7D | -2.2% | -5.0% | +2.9% | -1.9% |
| 30D | -2.1% | -7.8% | +5.7% | -1.7% |
| 3M | -7.9% | -0.4% | -7.5% | -8.3% |
| 6M | -8.3% | -32.9% | +24.6% | -7.0% |
| YTD | +3.8% | -6.3% | +10.0% | +2.2% |
| 1Y | +5.9% | +7.9% | -2.0% | +2.1% |
| 3Y | +49.3% | +85.2% | -35.9% | +34.6% |
| 5Y | +69.3% | +97.0% | -27.7% | +46.3% |
| All | +132.5% | +495.2% | -362.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling