+112.0%
CNC vs Q
+74.5%
+37.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | -0.3% |
| 7D | -5.3% | +11.5% | -16.8% | -5.2% |
| 30D | +2.0% | -0.2% | +2.2% | +2.2% |
| 3M | +4.8% | -13.6% | +18.4% | +5.4% |
| 6M | +18.5% | -27.0% | +45.5% | +19.9% |
| YTD | +70.8% | +50.5% | +20.2% | +70.7% |
| 1Y | +94.1% | +33.8% | +60.4% | +88.8% |
| All | +112.0% | +74.5% | +37.5% | +105.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling