+147.3%
CNC vs GD
+176.7%
-29.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.3% | -4.0% | -2.8% |
| 7D | +3.0% | -3.0% | +6.1% | +4.4% |
| 30D | +4.9% | +9.3% | -4.4% | -0.1% |
| 3M | +4.2% | -7.2% | +11.4% | +7.9% |
| 6M | +22.5% | +5.5% | +17.0% | +18.0% |
| YTD | +66.6% | +9.5% | +57.1% | +56.8% |
| 1Y | +82.5% | +6.4% | +76.0% | +74.3% |
| 3Y | -4.1% | +59.8% | -63.9% | -28.0% |
| 5Y | -8.3% | +98.0% | -106.3% | -40.5% |
| All | +147.3% | +176.7% | -29.4% | +48.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling