-3.6%
CNC vs AEIS
+172.0%
-175.6%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.8% |
| 7D | -4.9% | +6.5% | -11.3% | -4.9% |
| 30D | -3.8% | -9.2% | +5.4% | -3.8% |
| 3M | -3.2% | -8.3% | +5.1% | -3.3% |
| 6M | +47.9% | -6.3% | +54.2% | +47.2% |
| YTD | +55.7% | +36.5% | +19.2% | +54.4% |
| 1Y | +106.2% | +84.8% | +21.5% | +104.8% |
| All | -3.6% | +172.0% | -175.6% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling