+4,405.6%
CNC vs PH
+4,750.6%
-345.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.4% |
| 7D | -1.0% | +0.4% | -1.4% | -1.1% |
| 30D | -1.8% | -10.8% | +9.0% | +2.3% |
| 3M | -0.7% | +8.5% | -9.1% | -4.2% |
| 6M | +47.9% | +3.9% | +44.0% | +44.2% |
| YTD | +56.9% | +9.4% | +47.5% | +49.9% |
| 1Y | +123.9% | +26.8% | +97.1% | +102.0% |
| 3Y | -1.3% | +140.8% | -142.1% | -33.7% |
| 5Y | +2.8% | +253.8% | -251.0% | -42.6% |
| 10Y | +90.9% | +792.3% | -701.5% | -31.2% |
| All | +4,405.6% | +4,750.6% | -345.0% | +625.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PH 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling