+86.2%
PSX vs CNP
+7.7%
+78.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | -7.8% | -3.0% | -4.8% | -7.7% |
| 30D | -9.9% | +6.8% | -16.7% | -9.9% |
| 3M | +16.9% | +3.6% | +13.3% | +16.8% |
| 6M | +48.0% | 0.0% | +48.0% | +47.8% |
| YTD | +98.3% | +9.4% | +88.9% | +101.7% |
| 1Y | +86.2% | +6.8% | +79.3% | +89.7% |
| All | +86.2% | +7.7% | +78.5% | +89.7% |
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