+176.4%
CNC vs APA
+8.7%
+167.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.2% |
| 7D | +2.2% | +8.5% | -6.3% | +1.3% |
| 30D | +1.6% | +2.8% | -1.2% | +1.1% |
| 3M | +7.9% | +21.7% | -13.8% | +5.2% |
| 6M | +21.2% | +32.6% | -11.4% | +16.7% |
| YTD | +73.2% | +103.7% | -30.5% | +57.9% |
| 1Y | +97.5% | +101.8% | -4.3% | +80.1% |
| 3Y | -1.2% | +48.1% | -49.3% | -8.6% |
| 5Y | -6.1% | +91.9% | -97.9% | -18.9% |
| All | +176.4% | +8.7% | +167.7% | +123.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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