+273.8%
RTX vs CNP
+142.6%
+131.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.4% | +3.2% | +3.4% |
| 7D | -3.2% | -4.3% | +1.1% | -1.0% |
| 30D | +5.6% | +5.7% | -0.2% | +2.6% |
| 3M | -11.7% | +0.9% | -12.6% | -12.3% |
| 6M | +12.3% | -1.1% | +13.4% | +12.4% |
| YTD | +8.2% | +8.3% | -0.1% | +3.1% |
| 1Y | +12.6% | +5.9% | +6.7% | +8.5% |
| 3Y | +152.8% | +64.6% | +88.2% | +88.8% |
| 5Y | +140.2% | +74.6% | +65.6% | +70.4% |
| 10Y | +273.8% | +139.8% | +133.9% | +104.0% |
| All | +273.8% | +142.6% | +131.2% | +104.0% |
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