+110.5%
CNC vs AG
+29.4%
+81.1%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +9.1% | +3.5% | +12.3% |
| 7D | +13.4% | -2.6% | +16.0% | +13.2% |
| 30D | +18.2% | -12.1% | +30.3% | +18.3% |
| 3M | +18.6% | -6.6% | +25.2% | +18.4% |
| 6M | +41.9% | -20.5% | +62.4% | +42.0% |
| YTD | +84.7% | -7.4% | +92.2% | +80.7% |
| 1Y | +110.5% | +33.4% | +77.1% | +103.2% |
| All | +110.5% | +29.4% | +81.1% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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