+95.2%
CNC vs BNY
+416.3%
-321.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.5% | +1.5% |
| 7D | -0.9% | -1.3% | +0.4% | -0.4% |
| 30D | -1.0% | -0.2% | -0.8% | -0.9% |
| 3M | +4.5% | +14.9% | -10.4% | -1.3% |
| 6M | +85.2% | +40.0% | +45.2% | +61.6% |
| YTD | +61.4% | +42.0% | +19.4% | +39.6% |
| 1Y | +94.9% | +56.9% | +38.0% | +61.6% |
| 3Y | 0.0% | +289.9% | -289.9% | -45.6% |
| 5Y | +11.2% | +259.2% | -248.0% | -39.0% |
| All | +95.2% | +416.3% | -321.1% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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