-3.1%
CNRG price history and return analytics
+65.7%
-68.8%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.8% |
| 7D | +0.1% | -1.1% | +1.2% | +1.7% |
| 30D | -7.2% | -1.0% | -6.2% | -5.8% |
| 3M | -17.5% | +3.2% | -20.6% | -20.6% |
| 6M | -4.0% | +12.5% | -16.5% | -17.9% |
| YTD | -0.5% | +14.1% | -14.5% | -16.2% |
| 1Y | +19.0% | +18.9% | +0.1% | -4.6% |
| 3Y | +26.4% | +74.1% | -47.7% | -38.7% |
| All | -3.1% | +65.7% | -68.8% | -48.2% |
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