+106.9%
CNC vs INVH
+75.4%
+31.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | -0.9% | -3.0% | +2.1% | +0.3% |
| 30D | -1.0% | -7.5% | +6.6% | +2.3% |
| 3M | +4.5% | -5.5% | +10.1% | +6.9% |
| 6M | +85.2% | +11.7% | +73.5% | +76.2% |
| YTD | +61.4% | +1.3% | +60.1% | +59.7% |
| 1Y | +94.9% | -6.1% | +101.0% | +98.5% |
| 3Y | 0.0% | -9.8% | +9.8% | +2.1% |
| 5Y | +11.2% | -19.7% | +30.9% | +17.8% |
| All | +106.9% | +75.4% | +31.6% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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