+9.4%
GEHC vs CNP
+5.5%
+3.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.3% | +2.5% | -4.7% | -2.2% |
| 30D | +19.0% | +4.0% | +15.0% | +18.7% |
| 3M | +13.3% | +1.6% | +11.6% | +13.1% |
| 6M | +31.5% | -1.7% | +33.2% | +31.0% |
| YTD | 0.0% | +8.6% | -8.6% | +2.6% |
| 1Y | +9.4% | +5.8% | +3.6% | +12.5% |
| All | +9.4% | +5.5% | +3.9% | +12.5% |
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