+95.2%
CNC vs RGEN
+415.7%
-320.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -0.9% | -1.4% | +0.5% | -0.7% |
| 30D | -1.0% | -0.3% | -0.7% | -1.1% |
| 3M | +4.5% | +23.9% | -19.4% | +0.8% |
| 6M | +85.2% | +38.5% | +46.7% | +74.6% |
| YTD | +61.4% | +0.8% | +60.6% | +59.6% |
| 1Y | +94.9% | +38.2% | +56.7% | +83.0% |
| 3Y | 0.0% | +1.3% | -1.3% | -5.4% |
| 5Y | +11.2% | -44.0% | +55.2% | +12.4% |
| All | +95.2% | +415.7% | -320.5% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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