+247.9%
CB vs CNC
+173.4%
+74.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | 0.0% | -5.3% | +5.3% | +1.0% |
| 30D | +7.4% | +2.0% | +5.3% | +6.8% |
| 3M | +8.6% | +4.8% | +3.8% | +7.3% |
| 6M | +16.1% | +18.5% | -2.3% | +11.7% |
| YTD | +20.2% | +70.8% | -50.6% | +6.3% |
| 1Y | +27.2% | +94.1% | -66.9% | +9.4% |
| 3Y | +72.7% | -2.2% | +74.9% | +64.5% |
| 5Y | +105.9% | -7.4% | +113.3% | +95.8% |
| All | +247.9% | +173.4% | +74.5% | +201.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling