-2.9%
CNC vs ACWI
+70.3%
-73.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | 0.0% | -5.9% | -6.0% |
| 7D | +1.9% | -2.4% | +4.2% | +2.6% |
| 30D | +7.3% | -5.2% | +12.5% | +8.8% |
| 3M | +8.6% | -4.8% | +13.5% | +10.1% |
| 6M | +26.0% | -1.3% | +27.4% | +26.5% |
| YTD | +69.5% | +8.4% | +61.1% | +65.2% |
| 1Y | +88.0% | +11.0% | +76.9% | +81.9% |
| 3Y | -2.9% | +70.6% | -73.5% | -19.9% |
| All | -2.9% | +70.3% | -73.3% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling