+110.5%
CNC vs AEIS
+6.2%
+104.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -11.1% | +23.8% | +12.2% |
| 7D | +13.4% | -12.7% | +26.1% | +12.8% |
| 30D | +18.2% | -28.8% | +47.0% | +17.5% |
| 3M | +18.6% | -38.0% | +56.6% | +18.4% |
| 6M | +41.9% | -45.3% | +87.2% | +42.4% |
| YTD | +84.7% | +1.1% | +83.6% | +70.9% |
| 1Y | +110.5% | +8.6% | +101.9% | +91.3% |
| All | +110.5% | +6.2% | +104.2% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling