+15.7%
GEHC vs CNP
+8.7%
+7.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.5% | +9.9% | +6.1% |
| 7D | +13.2% | -1.3% | +14.5% | +12.9% |
| 30D | +30.6% | +8.7% | +21.9% | +30.3% |
| 3M | +22.2% | -0.7% | +22.9% | +22.1% |
| 6M | +40.8% | -4.2% | +45.0% | +40.5% |
| YTD | +4.8% | +8.9% | -4.0% | +8.2% |
| 1Y | +15.7% | +8.3% | +7.4% | +19.9% |
| All | +15.7% | +8.7% | +7.0% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1y: compounded portfolio wealth divided by compounded CNP 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…
1y analysis · Full analysis span regression · 6 months rolling