+993.6%
CI vs CNC
+5,330.7%
-4,337.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.8% | -0.6% |
| 7D | -2.0% | -1.0% | -1.0% | -1.7% |
| 30D | -1.8% | -1.8% | 0.0% | -1.3% |
| 3M | -4.2% | -0.7% | -3.5% | -4.4% |
| 6M | +2.7% | +47.9% | -45.2% | -11.0% |
| YTD | +1.9% | +56.9% | -55.0% | -13.9% |
| 1Y | -6.3% | +123.9% | -130.2% | -30.1% |
| 3Y | +3.9% | -1.3% | +5.1% | -5.0% |
| 5Y | +41.9% | +2.8% | +39.1% | +26.9% |
| 10Y | +140.4% | +90.9% | +49.5% | +75.7% |
| All | +993.6% | +5,330.7% | -4,337.1% | +268.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling