0.0%
CNC vs AGI
+206.1%
-206.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | -0.9% | -2.7% | +1.8% | -0.9% |
| 30D | -1.0% | +7.2% | -8.2% | -1.1% |
| 3M | +4.5% | +4.3% | +0.3% | +4.1% |
| 6M | +85.2% | -27.1% | +112.3% | +85.7% |
| YTD | +61.4% | -6.6% | +68.0% | +60.6% |
| 1Y | +94.9% | +9.5% | +85.4% | +93.1% |
| 3Y | 0.0% | +208.4% | -208.4% | -5.5% |
| All | 0.0% | +206.1% | -206.1% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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