+176.4%
CNC vs EMB
+36.5%
+139.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.6% |
| 7D | +2.2% | -0.9% | +3.1% | +2.9% |
| 30D | +1.6% | +0.4% | +1.2% | +1.4% |
| 3M | +7.9% | -3.1% | +11.0% | +10.6% |
| 6M | +21.2% | -2.1% | +23.2% | +23.1% |
| YTD | +73.2% | -1.1% | +74.3% | +74.5% |
| 1Y | +97.5% | -0.1% | +97.5% | +97.5% |
| 3Y | -1.2% | +29.6% | -30.8% | -19.2% |
| 5Y | -6.1% | +7.2% | -13.2% | -8.6% |
| All | +176.4% | +36.5% | +139.9% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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