+92.2%
CNC vs APA
-2.8%
+95.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | -3.9% | +0.8% | -4.6% | -4.0% |
| 30D | +0.8% | +9.6% | -8.8% | -0.3% |
| 3M | +0.1% | +18.0% | -17.9% | -2.0% |
| 6M | +79.7% | +41.9% | +37.8% | +71.4% |
| YTD | +58.9% | +86.3% | -27.4% | +46.7% |
| 1Y | +109.1% | +97.9% | +11.3% | +91.1% |
| 3Y | 0.0% | +12.8% | -12.8% | -4.2% |
| 5Y | +9.5% | +177.2% | -167.7% | -10.4% |
| All | +92.2% | -2.8% | +95.0% | +54.8% |
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