+4,577.2%
CNC vs CPB
+54.0%
+4,523.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +1.9% | -0.4% |
| 7D | +3.5% | -8.6% | +12.1% | +6.4% |
| 30D | +0.1% | -7.2% | +7.3% | +2.3% |
| 3M | +6.9% | +0.9% | +6.0% | +5.9% |
| 6M | +49.0% | -11.8% | +60.8% | +53.9% |
| YTD | +62.9% | -19.4% | +82.3% | +72.4% |
| 1Y | +134.0% | -30.4% | +164.4% | +158.6% |
| 3Y | +9.4% | -40.2% | +49.6% | +25.1% |
| 5Y | +4.1% | -39.5% | +43.7% | +17.2% |
| 10Y | +95.4% | -47.4% | +142.8% | +122.0% |
| All | +4,577.2% | +54.0% | +4,523.2% | +3,402.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling