+99.6%
PSX vs CNP
+7.2%
+92.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.1% |
| 7D | +4.5% | +1.1% | +3.4% | +4.6% |
| 30D | +26.6% | -1.8% | +28.4% | +26.5% |
| 3M | +39.3% | -4.6% | +43.9% | +39.3% |
| 6M | +56.8% | -8.8% | +65.7% | +56.7% |
| YTD | +101.8% | +5.2% | +96.6% | +105.0% |
| 1Y | +99.6% | +8.3% | +91.3% | +100.5% |
| All | +99.6% | +7.2% | +92.4% | +100.5% |
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