+95.2%
CNC vs ALB
+78.3%
+17.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.0% |
| 7D | -0.9% | -6.6% | +5.7% | -0.1% |
| 30D | -1.0% | -8.1% | +7.2% | 0.0% |
| 3M | +4.5% | -25.7% | +30.2% | +8.2% |
| 6M | +85.2% | -29.5% | +114.7% | +91.5% |
| YTD | +61.4% | -16.2% | +77.6% | +62.2% |
| 1Y | +94.9% | +59.2% | +35.7% | +77.9% |
| 3Y | 0.0% | -33.7% | +33.7% | +1.1% |
| 5Y | +11.2% | -48.1% | +59.3% | +11.8% |
| All | +95.2% | +78.3% | +17.0% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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