+1,477.5%
XLK vs CNP
+442.8%
+1,034.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.1% |
| 7D | +2.3% | +1.6% | +0.7% | +2.0% |
| 30D | -0.1% | -0.8% | +0.7% | +0.1% |
| 3M | +2.1% | -3.6% | +5.7% | +2.6% |
| 6M | +37.2% | -6.9% | +44.1% | +38.5% |
| YTD | +30.8% | +6.4% | +24.4% | +28.7% |
| 1Y | +42.6% | +9.9% | +32.7% | +39.4% |
| 3Y | +121.8% | +53.1% | +68.7% | +102.3% |
| 5Y | +145.7% | +72.0% | +73.7% | +119.0% |
| 10Y | +782.1% | +131.5% | +650.6% | +627.0% |
| All | +1,477.5% | +442.8% | +1,034.7% | +1,116.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling