+4,369.3%
CNC vs GWW
+4,132.1%
+237.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -4.9% | -0.5% | -4.4% | -4.7% |
| 30D | -3.8% | -1.4% | -2.3% | -3.2% |
| 3M | -3.2% | -3.6% | +0.4% | -2.2% |
| 6M | +47.9% | +15.1% | +32.8% | +38.3% |
| YTD | +55.7% | +27.5% | +28.2% | +38.9% |
| 1Y | +106.2% | +29.6% | +76.6% | +82.6% |
| 3Y | -2.1% | +90.1% | -92.1% | -27.9% |
| 5Y | +3.4% | +222.6% | -219.2% | -41.5% |
| 10Y | +91.7% | +566.5% | -474.9% | -27.7% |
| All | +4,369.3% | +4,132.1% | +237.2% | +644.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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