+172.5%
CNC vs ACWI
+225.4%
-52.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -5.3% | +2.7% | -7.9% | -7.3% |
| 30D | +2.0% | -2.6% | +4.6% | +4.1% |
| 3M | +4.8% | -3.2% | +7.9% | +7.3% |
| 6M | +18.5% | +1.9% | +16.6% | +16.1% |
| YTD | +70.8% | +11.3% | +59.4% | +55.0% |
| 1Y | +94.1% | +11.7% | +82.5% | +75.8% |
| 3Y | -2.2% | +74.4% | -76.6% | -41.4% |
| 5Y | -7.4% | +59.5% | -66.8% | -40.1% |
| All | +172.5% | +225.4% | -52.8% | -27.2% |
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