+9.5%
CNC vs AEIS
+219.6%
-210.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.2% | +2.3% |
| 7D | -3.9% | -0.2% | -3.6% | -3.9% |
| 30D | +0.8% | -16.4% | +17.2% | +1.5% |
| 3M | +0.1% | -11.1% | +11.2% | +0.1% |
| 6M | +79.7% | -12.0% | +91.7% | +78.9% |
| YTD | +58.9% | +30.9% | +28.1% | +54.2% |
| 1Y | +109.1% | +74.3% | +34.8% | +99.0% |
| 3Y | 0.0% | +165.2% | -165.2% | -9.6% |
| 5Y | +9.5% | +220.0% | -210.5% | -7.0% |
| All | +9.5% | +219.6% | -210.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling