+51.8%
TEL vs CNP
+70.6%
-18.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | +1.2% | +0.7% | +0.6% | +1.0% |
| 30D | -4.1% | -0.1% | -4.1% | -4.1% |
| 3M | -2.6% | -5.6% | +3.0% | -1.1% |
| 6M | 0.0% | -7.5% | +7.5% | +2.1% |
| YTD | -9.1% | +5.5% | -14.6% | -11.6% |
| 1Y | -0.8% | +8.3% | -9.2% | -4.8% |
| 3Y | +67.4% | +51.8% | +15.6% | +36.4% |
| 5Y | +51.8% | +69.9% | -18.1% | +15.9% |
| All | +51.8% | +70.6% | -18.8% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling