+5.6%
CNC vs BN
+33.2%
-27.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.5% |
| 7D | -0.9% | -5.2% | +4.3% | -0.1% |
| 30D | -1.0% | -14.5% | +13.5% | +1.4% |
| 3M | +4.5% | -15.0% | +19.5% | +7.1% |
| 6M | +85.2% | -5.4% | +90.6% | +85.7% |
| YTD | +61.4% | -16.4% | +77.8% | +64.9% |
| 1Y | +94.9% | -16.2% | +111.1% | +98.5% |
| 3Y | 0.0% | +67.5% | -67.5% | -14.3% |
| All | +5.6% | +33.2% | -27.6% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling