+82.1%
CNC vs FND
+56.5%
+25.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | -0.9% | -5.8% | +4.8% | 0.0% |
| 30D | -1.0% | -20.2% | +19.2% | +2.4% |
| 3M | +4.5% | -12.0% | +16.5% | +6.1% |
| 6M | +85.2% | -18.5% | +103.7% | +89.0% |
| YTD | +61.4% | -22.3% | +83.7% | +65.0% |
| 1Y | +94.9% | -47.6% | +142.5% | +112.4% |
| 3Y | 0.0% | -49.8% | +49.8% | +6.5% |
| 5Y | +11.2% | -63.0% | +74.2% | +20.6% |
| All | +82.1% | +56.5% | +25.6% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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