+110.5%
CNC vs AMRZ
-11.5%
+122.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.2% | +7.4% | +12.1% |
| 7D | +13.4% | +10.3% | +3.1% | +12.5% |
| 30D | +18.2% | +18.7% | -0.5% | +16.8% |
| 3M | +18.6% | -14.6% | +33.3% | +19.1% |
| 6M | +41.9% | -12.9% | +54.8% | +42.0% |
| YTD | +84.7% | -17.4% | +102.1% | +81.8% |
| 1Y | +110.5% | -12.3% | +122.8% | +99.3% |
| All | +110.5% | -11.5% | +122.0% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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