-20.2%
CNC vs GEHC
+4.1%
-24.3%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | -4.9% | -7.6% | +2.8% | -4.2% |
| 30D | -3.8% | -10.7% | +6.9% | -2.8% |
| 3M | -3.2% | -1.2% | -2.0% | -3.2% |
| 6M | +47.9% | -13.7% | +61.6% | +50.3% |
| YTD | +55.7% | -20.4% | +76.1% | +60.0% |
| 1Y | +106.2% | -17.0% | +123.3% | +110.5% |
| 3Y | -2.1% | +0.9% | -3.0% | -1.9% |
| All | -20.2% | +4.1% | -24.3% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 5y: compounded portfolio wealth divided by compounded GEHC 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…
5y analysis · Full analysis span regression · 6 months rolling