+44.3%
CNP vs VIK
+225.3%
-181.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.8% |
| 7D | +0.7% | -0.8% | +1.5% | +0.7% |
| 30D | -0.1% | -18.0% | +18.0% | +0.5% |
| 3M | -5.6% | -5.8% | +0.2% | -5.6% |
| 6M | -7.5% | +17.2% | -24.6% | -8.2% |
| YTD | +5.5% | +19.1% | -13.6% | +4.5% |
| 1Y | +8.3% | +33.6% | -25.3% | +6.7% |
| All | +44.3% | +225.3% | -181.0% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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