+95.2%
CNC vs BN
+265.2%
-169.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.4% |
| 7D | -0.9% | -5.2% | +4.3% | +0.9% |
| 30D | -1.0% | -14.5% | +13.5% | +4.2% |
| 3M | +4.5% | -15.0% | +19.5% | +10.1% |
| 6M | +85.2% | -5.4% | +90.6% | +86.8% |
| YTD | +61.4% | -16.4% | +77.8% | +68.8% |
| 1Y | +94.9% | -16.2% | +111.1% | +102.9% |
| 3Y | 0.0% | +67.5% | -67.5% | -24.9% |
| 5Y | +11.2% | +34.1% | -22.9% | -10.7% |
| All | +95.2% | +265.2% | -169.9% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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