+88.3%
CNC vs DAR
+383.2%
-294.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -4.9% | -0.2% | -4.7% | -4.9% |
| 30D | -3.8% | +7.4% | -11.2% | -5.3% |
| 3M | -3.2% | +15.7% | -18.9% | -6.4% |
| 6M | +47.9% | +30.0% | +17.8% | +39.4% |
| YTD | +55.7% | +87.5% | -31.9% | +35.9% |
| 1Y | +106.2% | +113.4% | -7.1% | +74.6% |
| 3Y | -2.1% | +15.3% | -17.4% | -8.2% |
| 5Y | +3.4% | -4.3% | +7.7% | -2.6% |
| All | +88.3% | +383.2% | -294.9% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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