+95.2%
CNC vs INDA
+84.7%
+10.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | -0.9% | -2.7% | +1.8% | +0.4% |
| 30D | -1.0% | -2.8% | +1.8% | +0.3% |
| 3M | +4.5% | +1.6% | +2.9% | +3.7% |
| 6M | +85.2% | -1.4% | +86.6% | +85.5% |
| YTD | +61.4% | -10.1% | +71.5% | +68.7% |
| 1Y | +94.9% | -8.8% | +103.7% | +101.9% |
| 3Y | 0.0% | +7.6% | -7.6% | -5.5% |
| 5Y | +11.2% | +5.8% | +5.4% | +5.1% |
| All | +95.2% | +84.7% | +10.5% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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