+95.2%
CNC vs BB
+1.6%
+93.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | +1.4% |
| 7D | -0.9% | -0.4% | -0.5% | -0.9% |
| 30D | -1.0% | -12.5% | +11.6% | -0.1% |
| 3M | +4.5% | -17.4% | +22.0% | +5.5% |
| 6M | +85.2% | +119.1% | -33.9% | +74.2% |
| YTD | +61.4% | +102.4% | -41.0% | +52.5% |
| 1Y | +94.9% | +98.2% | -3.3% | +83.8% |
| 3Y | 0.0% | +46.9% | -46.9% | -5.6% |
| 5Y | +11.2% | -26.4% | +37.6% | +8.8% |
| All | +95.2% | +1.6% | +93.6% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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