+95.2%
CNC vs AG
+68.4%
+26.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +1.6% |
| 7D | -0.9% | -6.7% | +5.8% | -0.7% |
| 30D | -1.0% | +2.2% | -3.1% | -1.1% |
| 3M | +4.5% | +15.7% | -11.2% | +3.9% |
| 6M | +85.2% | -23.8% | +109.0% | +86.1% |
| YTD | +61.4% | +17.6% | +43.8% | +59.6% |
| 1Y | +94.9% | +88.6% | +6.3% | +89.4% |
| 3Y | 0.0% | +253.4% | -253.4% | -5.9% |
| 5Y | +11.2% | +62.4% | -51.2% | +6.5% |
| All | +95.2% | +68.4% | +26.9% | +100.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling