+5.6%
CNC vs ITUB
+186.2%
-180.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -0.9% | +2.2% | -3.1% | -1.2% |
| 30D | -1.0% | +12.6% | -13.6% | -2.2% |
| 3M | +4.5% | +6.4% | -1.9% | +3.7% |
| 6M | +85.2% | +0.6% | +84.6% | +84.4% |
| YTD | +61.4% | +18.8% | +42.6% | +56.5% |
| 1Y | +94.9% | +31.0% | +63.9% | +86.4% |
| 3Y | 0.0% | +118.1% | -118.1% | -11.4% |
| All | +5.6% | +186.2% | -180.6% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 5y: compounded portfolio wealth divided by compounded ITUB 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…
5y analysis · Full analysis span regression · 6 months rolling