+4.1%
CNC vs NVD
-99.1%
+103.2%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -0.9% | +10.8% | -11.8% | -1.2% |
| 30D | -1.0% | +0.8% | -1.7% | -1.1% |
| 3M | +4.5% | -20.8% | +25.4% | +5.0% |
| 6M | +85.2% | -41.2% | +126.4% | +87.2% |
| YTD | +61.4% | -44.2% | +105.6% | +63.2% |
| 1Y | +94.9% | -54.2% | +149.1% | +98.0% |
| 3Y | 0.0% | -99.1% | +99.1% | +8.4% |
| All | +4.1% | -99.1% | +103.2% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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