+92.2%
CNC vs EMB
+30.4%
+61.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.7% |
| 7D | -3.9% | -1.1% | -2.8% | -3.1% |
| 30D | +0.8% | -1.1% | +1.9% | +1.6% |
| 3M | +0.1% | -0.8% | +0.9% | +0.6% |
| 6M | +79.7% | -0.1% | +79.7% | +79.4% |
| YTD | +58.9% | +0.4% | +58.5% | +58.1% |
| 1Y | +109.1% | +3.3% | +105.9% | +103.7% |
| 3Y | 0.0% | +29.0% | -29.1% | -18.6% |
| 5Y | +9.5% | +6.3% | +3.2% | +7.6% |
| All | +92.2% | +30.4% | +61.8% | +53.2% |
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