+3,676.0%
STX vs CNP
+135.4%
+3,540.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.1% | +5.4% | +6.1% |
| 7D | +10.7% | +1.6% | +9.1% | +10.2% |
| 30D | +11.3% | -0.8% | +12.1% | +11.5% |
| 3M | +3.2% | -3.6% | +6.8% | +3.8% |
| 6M | +157.0% | -6.9% | +163.9% | +160.7% |
| YTD | +229.2% | +6.4% | +222.8% | +218.8% |
| 1Y | +381.8% | +9.9% | +371.9% | +359.5% |
| 3Y | +1,383.2% | +53.1% | +1,330.1% | +1,140.5% |
| 5Y | +1,144.9% | +72.0% | +1,072.9% | +888.0% |
| 10Y | +3,676.0% | +131.5% | +3,544.5% | +2,143.8% |
| All | +3,676.0% | +135.4% | +3,540.6% | +2,143.8% |
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