+95.2%
CNC vs AEIS
+562.2%
-467.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.4% | +0.8% |
| 7D | -0.9% | +2.3% | -3.2% | -1.3% |
| 30D | -1.0% | -14.8% | +13.8% | +1.1% |
| 3M | +4.5% | -15.6% | +20.1% | +5.9% |
| 6M | +85.2% | -8.7% | +93.9% | +83.0% |
| YTD | +61.4% | +37.3% | +24.1% | +47.6% |
| 1Y | +94.9% | +80.3% | +14.6% | +68.7% |
| 3Y | 0.0% | +177.9% | -177.9% | -23.7% |
| 5Y | +11.2% | +235.8% | -224.6% | -21.7% |
| All | +95.2% | +562.2% | -467.0% | -6.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling