+95.2%
CNC vs IBN
+324.2%
-229.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +1.2% |
| 7D | -0.9% | -3.0% | +2.1% | -0.3% |
| 30D | -1.0% | -1.5% | +0.5% | -0.7% |
| 3M | +4.5% | +7.9% | -3.4% | +2.9% |
| 6M | +85.2% | +8.6% | +76.6% | +81.5% |
| YTD | +61.4% | -0.6% | +62.0% | +60.9% |
| 1Y | +94.9% | -7.3% | +102.2% | +96.9% |
| 3Y | 0.0% | +26.2% | -26.2% | -6.7% |
| 5Y | +11.2% | +57.8% | -46.6% | -2.7% |
| All | +95.2% | +324.2% | -229.0% | +36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling