+4,405.6%
CNC vs DRI
+1,885.1%
+2,520.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.8% | -1.8% | -3.2% |
| 7D | -1.0% | -1.2% | +0.2% | -0.6% |
| 30D | -1.8% | -0.4% | -1.4% | -1.7% |
| 3M | -0.7% | +9.5% | -10.2% | -3.5% |
| 6M | +47.9% | +6.5% | +41.5% | +44.4% |
| YTD | +56.9% | +18.4% | +38.5% | +48.0% |
| 1Y | +123.9% | +4.2% | +119.7% | +119.0% |
| 3Y | -1.3% | +57.1% | -58.4% | -15.6% |
| 5Y | +2.8% | +70.4% | -67.7% | -15.8% |
| 10Y | +90.9% | +354.0% | -263.2% | +4.8% |
| All | +4,405.6% | +1,885.1% | +2,520.5% | +1,556.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling