+134.0%
CNC vs IBN
-4.0%
+138.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.5% |
| 7D | +3.5% | +1.4% | +2.1% | +3.6% |
| 30D | +0.1% | -0.3% | +0.4% | 0.0% |
| 3M | +6.9% | +17.1% | -10.2% | +8.5% |
| 6M | +49.0% | +3.4% | +45.6% | +48.9% |
| YTD | +62.9% | +2.5% | +60.4% | +62.8% |
| 1Y | +134.0% | -4.2% | +138.2% | +138.8% |
| All | +134.0% | -4.0% | +138.0% | +138.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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