+110.5%
CNC vs OKTA
+114.8%
-4.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.7% | +11.9% | +12.6% |
| 7D | +13.4% | -14.2% | +27.6% | +13.8% |
| 30D | +18.2% | -12.5% | +30.7% | +18.6% |
| 3M | +18.6% | +29.2% | -10.6% | +17.7% |
| 6M | +41.9% | +147.3% | -105.4% | +40.4% |
| YTD | +84.7% | +120.9% | -36.2% | +82.5% |
| 1Y | +110.5% | +119.7% | -9.2% | +108.6% |
| All | +110.5% | +114.8% | -4.3% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 1y: compounded portfolio wealth divided by compounded OKTA 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…
1y analysis · Full analysis span regression · 6 months rolling