+95.2%
CNC vs SPXU
-99.6%
+194.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +0.9% |
| 7D | -0.9% | +2.5% | -3.4% | -0.3% |
| 30D | -1.0% | +4.2% | -5.2% | +0.2% |
| 3M | +4.5% | -9.3% | +13.8% | +2.3% |
| 6M | +85.2% | -30.7% | +115.9% | +70.1% |
| YTD | +61.4% | -28.1% | +89.5% | +50.0% |
| 1Y | +94.9% | -35.2% | +130.1% | +77.1% |
| 3Y | 0.0% | -79.9% | +79.9% | -31.2% |
| 5Y | +11.2% | -86.4% | +97.6% | -23.4% |
| All | +95.2% | -99.6% | +194.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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