+176.4%
CNC vs MSCI
+811.9%
-635.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +1.0% |
| 7D | +2.2% | +3.0% | -0.8% | +1.2% |
| 30D | +1.6% | +17.8% | -16.2% | -3.4% |
| 3M | +7.9% | +15.2% | -7.3% | +3.3% |
| 6M | +21.2% | +16.5% | +4.7% | +14.7% |
| YTD | +73.2% | +16.4% | +56.8% | +63.5% |
| 1Y | +97.5% | +16.8% | +80.7% | +86.1% |
| 3Y | -1.2% | +35.8% | -37.0% | -14.5% |
| 5Y | -6.1% | +7.0% | -13.0% | -14.4% |
| All | +176.4% | +811.9% | -635.5% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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