+110.5%
CNC vs AS
+3.3%
+107.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.1% | +7.5% | +12.4% |
| 7D | +13.4% | +13.8% | -0.4% | +13.1% |
| 30D | +18.2% | +16.7% | +1.5% | +17.9% |
| 3M | +18.6% | -11.5% | +30.1% | +18.7% |
| 6M | +41.9% | -5.5% | +47.4% | +42.0% |
| YTD | +84.7% | -14.2% | +98.9% | +87.1% |
| 1Y | +110.5% | +2.1% | +108.4% | +113.0% |
| All | +110.5% | +3.3% | +107.2% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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