+92.2%
CNC vs MSI
+601.8%
-509.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.8% |
| 7D | -3.9% | -1.8% | -2.1% | -3.2% |
| 30D | +0.8% | -0.6% | +1.4% | +1.0% |
| 3M | +0.1% | +13.0% | -12.9% | -5.0% |
| 6M | +79.7% | +0.5% | +79.2% | +77.5% |
| YTD | +58.9% | +21.7% | +37.2% | +44.1% |
| 1Y | +109.1% | -2.6% | +111.8% | +107.8% |
| 3Y | 0.0% | +69.7% | -69.7% | -24.7% |
| 5Y | +9.5% | +102.8% | -93.3% | -25.9% |
| All | +92.2% | +601.8% | -509.6% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling