+74.8%
CNP vs VOO
+72.9%
+1.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -3.0% | -0.6% | -2.5% | -2.9% |
| 30D | +6.8% | -3.6% | +10.5% | +8.2% |
| 3M | +3.6% | -2.7% | +6.4% | +4.6% |
| 6M | 0.0% | +2.2% | -2.3% | -1.2% |
| YTD | +9.4% | +10.9% | -1.5% | +4.5% |
| 1Y | +6.8% | +11.3% | -4.5% | +1.8% |
| 3Y | +64.2% | +76.9% | -12.7% | +22.2% |
| All | +74.8% | +72.9% | +1.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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