+95.2%
CNC vs HDB
+42.1%
+53.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.9% | -5.3% | +0.1% |
| 7D | -0.9% | +0.7% | -1.6% | -1.1% |
| 30D | -1.0% | +1.0% | -2.0% | -1.2% |
| 3M | +4.5% | -2.0% | +6.5% | +4.5% |
| 6M | +85.2% | -18.1% | +103.3% | +91.8% |
| YTD | +61.4% | -36.1% | +97.5% | +76.7% |
| 1Y | +94.9% | -34.0% | +128.9% | +111.5% |
| 3Y | 0.0% | -26.7% | +26.7% | +4.1% |
| 5Y | +11.2% | -33.9% | +45.1% | +16.8% |
| All | +95.2% | +42.1% | +53.2% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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