+911.5%
BE vs CNC
+2.6%
+908.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.4% | +8.8% | +7.7% |
| 7D | +20.0% | +3.5% | +16.4% | +18.8% |
| 30D | +7.9% | +0.1% | +7.8% | +7.8% |
| 3M | -13.2% | +6.9% | -20.1% | -15.2% |
| 6M | +53.5% | +49.0% | +4.4% | +35.0% |
| YTD | +191.0% | +62.9% | +128.1% | +148.2% |
| 1Y | +360.5% | +134.0% | +226.5% | +252.1% |
| 3Y | +1,568.0% | +9.4% | +1,558.6% | +1,349.3% |
| 5Y | +1,055.2% | +4.1% | +1,051.0% | +892.1% |
| All | +911.5% | +2.6% | +908.8% | +884.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 all: compounded portfolio wealth divided by compounded CNC 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…
all analysis · Full analysis span regression · 6 months rolling