+1,895.2%
CNC vs ACWI
+344.2%
+1,551.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.7% | -0.5% |
| 7D | -7.3% | -0.7% | -6.6% | -6.9% |
| 30D | +5.2% | -2.0% | +7.2% | +6.7% |
| 3M | +8.6% | -2.2% | +10.8% | +10.3% |
| 6M | +25.1% | +1.9% | +23.2% | +22.6% |
| YTD | +71.3% | +12.0% | +59.3% | +55.3% |
| 1Y | +99.3% | +12.5% | +86.8% | +80.2% |
| 3Y | -1.9% | +75.4% | -77.3% | -39.1% |
| 5Y | -6.4% | +61.5% | -67.9% | -38.8% |
| 10Y | +178.1% | +227.1% | -49.0% | +4.0% |
| All | +1,895.2% | +344.2% | +1,551.0% | +544.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling