+95.2%
CNC vs IAG
+427.6%
-332.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.5% |
| 7D | -0.9% | -1.1% | +0.1% | -0.9% |
| 30D | -1.0% | +12.1% | -13.1% | -1.3% |
| 3M | +4.5% | +25.5% | -21.0% | +3.8% |
| 6M | +85.2% | -7.1% | +92.3% | +85.1% |
| YTD | +61.4% | +22.9% | +38.5% | +60.0% |
| 1Y | +94.9% | +83.3% | +11.5% | +91.1% |
| 3Y | 0.0% | +808.5% | -808.5% | -7.1% |
| 5Y | +11.2% | +838.0% | -826.8% | +1.8% |
| All | +95.2% | +427.6% | -332.4% | +77.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling