+2,722.7%
CNC vs NDAQ
+2,327.9%
+394.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -1.0% |
| 7D | +3.5% | -2.4% | +6.0% | +4.1% |
| 30D | +0.1% | +2.5% | -2.4% | -0.6% |
| 3M | +6.9% | +9.9% | -3.0% | +4.1% |
| 6M | +49.0% | +9.4% | +39.6% | +45.2% |
| YTD | +62.9% | +0.4% | +62.5% | +61.7% |
| 1Y | +134.0% | +4.0% | +130.0% | +129.8% |
| 3Y | +9.4% | +94.4% | -85.0% | -9.6% |
| 5Y | +4.1% | +56.7% | -52.6% | -10.2% |
| 10Y | +95.4% | +375.3% | -279.9% | +28.8% |
| All | +2,722.7% | +2,327.9% | +394.8% | +1,185.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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