+92.2%
CNC vs CPB
-45.5%
+137.7%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.3% | +6.4% | +3.0% |
| 7D | -3.9% | -5.4% | +1.5% | -2.8% |
| 30D | +0.8% | -7.8% | +8.6% | +2.4% |
| 3M | +0.1% | -6.9% | +7.0% | +1.3% |
| 6M | +79.7% | -12.2% | +91.9% | +83.8% |
| YTD | +58.9% | -21.1% | +80.0% | +66.1% |
| 1Y | +109.1% | -33.5% | +142.6% | +127.0% |
| 3Y | 0.0% | -43.2% | +43.2% | +11.5% |
| 5Y | +9.5% | -40.9% | +50.4% | +20.3% |
| All | +92.2% | -45.5% | +137.7% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CPB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling