+2,071.0%
STX vs CNP
+142.6%
+1,928.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.4% | +9.4% | +9.7% |
| 7D | -14.8% | -4.3% | -10.4% | -13.4% |
| 30D | -35.4% | +5.7% | -41.1% | -36.4% |
| 3M | -37.7% | +0.9% | -38.6% | -37.9% |
| 6M | -35.2% | -1.1% | -34.2% | -35.6% |
| YTD | +84.4% | +8.3% | +76.1% | +77.5% |
| 1Y | +82.3% | +5.9% | +76.3% | +76.6% |
| 3Y | +646.2% | +64.6% | +581.6% | +509.3% |
| 5Y | +487.4% | +74.6% | +412.8% | +364.9% |
| 10Y | +2,071.0% | +139.8% | +1,931.2% | +1,187.7% |
| All | +2,071.0% | +142.6% | +1,928.5% | +1,187.7% |
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 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