+176.4%
CNC vs ACM
+132.6%
+43.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.9% | +1.2% |
| 7D | +2.2% | +5.6% | -3.4% | +0.2% |
| 30D | +1.6% | +20.8% | -19.2% | -5.0% |
| 3M | +7.9% | +11.4% | -3.5% | +3.5% |
| 6M | +21.2% | +0.9% | +20.2% | +19.2% |
| YTD | +73.2% | -24.8% | +98.0% | +88.0% |
| 1Y | +97.5% | -46.4% | +143.9% | +144.1% |
| 3Y | -1.2% | -9.2% | +8.0% | -4.0% |
| 5Y | -6.1% | +5.0% | -11.0% | -16.1% |
| All | +176.4% | +132.6% | +43.8% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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