+176.4%
CNC vs ALL
+377.9%
-201.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.1% | +1.3% |
| 7D | +2.2% | +5.0% | -2.8% | +0.1% |
| 30D | +1.6% | +13.3% | -11.7% | -3.6% |
| 3M | +7.9% | +3.2% | +4.7% | +6.5% |
| 6M | +21.2% | +25.3% | -4.2% | +9.3% |
| YTD | +73.2% | +30.5% | +42.7% | +52.8% |
| 1Y | +97.5% | +29.2% | +68.3% | +74.9% |
| 3Y | -1.2% | +119.1% | -120.3% | -31.7% |
| 5Y | -6.1% | +162.6% | -168.7% | -43.2% |
| All | +176.4% | +377.9% | -201.5% | +45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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