+91.7%
CNC vs ACWI
+226.5%
-134.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | -3.8% | -0.6% | -3.2% | -3.3% |
| 3M | -3.2% | +4.3% | -7.5% | -6.6% |
| 6M | +47.9% | +12.7% | +35.2% | +33.3% |
| YTD | +55.7% | +13.9% | +41.8% | +38.8% |
| 1Y | +106.2% | +20.5% | +85.7% | +75.4% |
| 3Y | -2.1% | +76.5% | -78.6% | -42.1% |
| 5Y | +3.4% | +67.5% | -64.1% | -36.4% |
| 10Y | +91.7% | +231.8% | -140.2% | -51.7% |
| All | +91.7% | +226.5% | -134.9% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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