+4,872.3%
CNC vs BB
+119.8%
+4,752.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +1.6% |
| 7D | +2.2% | +1.8% | +0.4% | +2.0% |
| 30D | +1.6% | +8.1% | -6.6% | +0.7% |
| 3M | +7.9% | -1.0% | +8.9% | +7.5% |
| 6M | +21.2% | +45.9% | -24.7% | +15.9% |
| YTD | +73.2% | +134.8% | -61.6% | +58.6% |
| 1Y | +97.5% | +104.6% | -7.1% | +82.7% |
| 3Y | -1.2% | +152.8% | -154.0% | -12.9% |
| 5Y | -6.1% | -17.4% | +11.4% | -10.6% |
| 10Y | +181.3% | +22.4% | +158.8% | +128.4% |
| All | +4,872.3% | +119.8% | +4,752.5% | +3,475.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling