+1,123.7%
CAT vs CNC
+96.8%
+1,026.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.7% |
| 7D | +0.6% | -3.9% | +4.5% | +1.3% |
| 30D | -4.5% | +0.8% | -5.4% | -4.8% |
| 3M | -5.8% | +0.1% | -5.9% | -6.2% |
| 6M | +12.7% | +79.7% | -66.9% | -0.5% |
| YTD | +41.4% | +58.9% | -17.6% | +26.8% |
| 1Y | +92.1% | +109.1% | -17.1% | +62.0% |
| 3Y | +197.5% | 0.0% | +197.5% | +177.4% |
| 5Y | +327.9% | +9.5% | +318.4% | +277.5% |
| All | +1,123.7% | +96.8% | +1,026.9% | +966.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling