+110.5%
CNC vs GD
+9.0%
+101.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.6% | +15.2% | +13.3% |
| 7D | +13.4% | +3.0% | +10.4% | +12.0% |
| 30D | +18.2% | +10.5% | +7.7% | +14.0% |
| 3M | +18.6% | -5.0% | +23.6% | +20.5% |
| 6M | +41.9% | +5.5% | +36.4% | +38.8% |
| YTD | +84.7% | +10.3% | +74.4% | +71.2% |
| 1Y | +110.5% | +8.2% | +102.3% | +97.0% |
| All | +110.5% | +9.0% | +101.5% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling