+27.6%
CNOB price history and return analytics
+65.7%
-38.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.2% |
| 7D | -1.6% | -1.1% | -0.5% | -0.5% |
| 30D | -3.8% | -1.0% | -2.8% | -2.9% |
| 3M | -0.9% | +3.2% | -4.0% | -4.1% |
| 6M | +26.4% | +12.5% | +13.9% | +11.4% |
| YTD | +23.6% | +14.1% | +9.6% | +7.4% |
| 1Y | +29.5% | +18.9% | +10.6% | +7.7% |
| 3Y | +86.5% | +74.1% | +12.4% | +7.1% |
| All | +27.6% | +65.7% | -38.1% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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