+115.0%
CNC vs Q
+68.3%
+46.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.5% | +5.0% | +1.4% |
| 7D | +2.2% | +1.2% | +1.0% | +2.2% |
| 30D | +1.6% | -2.7% | +4.3% | +1.7% |
| 3M | +7.9% | -16.9% | +24.9% | +8.5% |
| 6M | +21.2% | -26.9% | +48.0% | +22.3% |
| YTD | +73.2% | +45.2% | +28.0% | +73.0% |
| 1Y | +97.5% | +38.1% | +59.3% | +93.7% |
| All | +115.0% | +68.3% | +46.7% | +108.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 10y: compounded portfolio wealth divided by compounded Q 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…
10y analysis · Full analysis span regression · 6 months rolling