+275.2%
RTX vs CNP
+135.4%
+139.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.6% |
| 7D | -3.1% | +1.6% | -4.7% | -3.9% |
| 30D | -10.6% | -0.8% | -9.8% | -10.3% |
| 3M | +11.6% | -3.6% | +15.2% | +13.4% |
| 6M | -4.5% | -6.9% | +2.4% | -1.4% |
| YTD | +9.6% | +6.4% | +3.2% | +5.5% |
| 1Y | +30.8% | +9.9% | +20.9% | +23.7% |
| 3Y | +152.8% | +53.1% | +99.7% | +96.6% |
| 5Y | +167.1% | +72.0% | +95.1% | +91.1% |
| 10Y | +275.2% | +131.5% | +143.7% | +105.6% |
| All | +275.2% | +135.4% | +139.8% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling