+72.0%
CNP vs VRSN
+30.0%
+41.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.8% |
| 7D | +1.6% | -2.1% | +3.8% | +2.1% |
| 30D | -0.8% | -3.9% | +3.1% | 0.0% |
| 3M | -3.6% | -0.1% | -3.4% | -3.8% |
| 6M | -6.9% | +16.4% | -23.4% | -10.9% |
| YTD | +6.4% | +17.2% | -10.8% | +1.5% |
| 1Y | +9.9% | +1.0% | +9.0% | +9.0% |
| 3Y | +53.1% | +39.1% | +14.0% | +36.5% |
| 5Y | +72.0% | +29.0% | +43.0% | +52.1% |
| All | +72.0% | +30.0% | +41.9% | +52.1% |
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