+7.2%
CNC vs SBAC
-43.8%
+51.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | -4.9% | +0.2% | -5.0% | -4.9% |
| 30D | -3.8% | +3.9% | -7.6% | -4.7% |
| 3M | -3.2% | -8.2% | +4.9% | -1.4% |
| 6M | +47.9% | -2.8% | +50.7% | +47.7% |
| YTD | +55.7% | -1.5% | +57.2% | +54.6% |
| 1Y | +106.2% | 0.0% | +106.2% | +103.7% |
| 3Y | -2.1% | -8.4% | +6.3% | -2.5% |
| All | +7.2% | -43.8% | +51.0% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling