+458.2%
CNC vs INDA
+111.6%
+346.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.0% | -3.0% |
| 7D | -1.0% | -1.0% | 0.0% | -0.6% |
| 30D | -1.8% | -2.5% | +0.7% | -0.7% |
| 3M | -0.7% | +4.0% | -4.7% | -2.4% |
| 6M | +47.9% | -1.8% | +49.7% | +48.5% |
| YTD | +56.9% | -9.2% | +66.1% | +62.6% |
| 1Y | +123.9% | -7.2% | +131.1% | +129.4% |
| 3Y | -1.3% | +9.8% | -11.1% | -6.8% |
| 5Y | +2.8% | +7.5% | -4.8% | -2.7% |
| 10Y | +90.9% | +80.8% | +10.1% | +36.3% |
| All | +458.2% | +111.6% | +346.6% | +285.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling