+110.5%
CNC vs IAG
+56.5%
+54.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +10.2% | +2.4% | +12.0% |
| 7D | +13.4% | +1.1% | +12.3% | +13.1% |
| 30D | +18.2% | -5.3% | +23.5% | +18.1% |
| 3M | +18.6% | +18.0% | +0.6% | +17.2% |
| 6M | +41.9% | +7.1% | +34.8% | +40.3% |
| YTD | +84.7% | +5.9% | +78.8% | +80.5% |
| 1Y | +110.5% | +59.4% | +51.1% | +87.9% |
| All | +110.5% | +56.5% | +54.0% | +87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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