+86.5%
CNC vs SOLS
+17.0%
+69.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -0.9% | -3.5% | +2.5% | -0.9% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | +4.5% | -24.1% | +28.6% | +4.4% |
| 6M | +85.2% | -18.0% | +103.2% | +84.0% |
| YTD | +61.4% | +27.1% | +34.3% | +48.8% |
| All | +86.5% | +17.0% | +69.5% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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