+77.1%
CNC vs FND
+58.4%
+18.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -3.0% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -1.8% | -23.6% | +21.8% | +2.2% |
| 3M | -0.7% | +4.3% | -5.0% | -2.0% |
| 6M | +47.9% | -20.3% | +68.2% | +51.5% |
| YTD | +56.9% | -21.3% | +78.2% | +60.2% |
| 1Y | +123.9% | -45.4% | +169.3% | +142.4% |
| 3Y | -1.3% | -48.9% | +47.6% | +4.9% |
| 5Y | +2.8% | -61.0% | +63.8% | +10.2% |
| All | +77.1% | +58.4% | +18.6% | +35.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling