+294.5%
ZETA vs CNP
+82.7%
+211.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.1% | +7.1% | +7.9% |
| 7D | +13.2% | -3.0% | +16.3% | +14.0% |
| 30D | +6.0% | +6.8% | -0.9% | +4.4% |
| 3M | +27.3% | +3.6% | +23.7% | +26.1% |
| 6M | +104.6% | 0.0% | +104.6% | +103.0% |
| YTD | +72.3% | +9.4% | +62.9% | +65.1% |
| 1Y | +76.3% | +6.8% | +69.5% | +70.3% |
| 3Y | +325.6% | +64.2% | +261.4% | +238.7% |
| 5Y | +254.2% | +76.0% | +178.2% | +178.2% |
| All | +294.5% | +82.7% | +211.8% | +203.5% |
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