+381.3%
CNP vs UUUU
-91.9%
+473.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.1% |
| 7D | +1.6% | +2.8% | -1.2% | +1.5% |
| 30D | -0.8% | +3.4% | -4.2% | -1.0% |
| 3M | -3.6% | -3.9% | +0.3% | -3.7% |
| 6M | -6.9% | -23.2% | +16.2% | -6.5% |
| YTD | +6.4% | +0.6% | +5.9% | +5.1% |
| 1Y | +9.9% | +22.9% | -12.9% | +6.8% |
| 3Y | +53.1% | +98.6% | -45.5% | +42.9% |
| 5Y | +72.0% | +130.2% | -58.3% | +56.2% |
| 10Y | +131.5% | +519.5% | -388.0% | +90.7% |
| All | +381.3% | -91.9% | +473.3% | +292.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling