+74.6%
CNP vs VRSN
+34.1%
+40.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.6% |
| 7D | -4.3% | -0.8% | -3.5% | -4.2% |
| 30D | +5.7% | +0.7% | +5.0% | +5.5% |
| 3M | +0.9% | +4.1% | -3.2% | -0.1% |
| 6M | -1.1% | +6.7% | -7.8% | -2.9% |
| YTD | +8.3% | +27.1% | -18.8% | +1.3% |
| 1Y | +5.9% | +28.0% | -22.1% | -1.2% |
| 3Y | +64.6% | +52.6% | +12.0% | +43.1% |
| 5Y | +74.6% | +33.3% | +41.3% | +49.9% |
| All | +74.6% | +34.1% | +40.5% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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