+1,209.9%
CNC vs SPXU
-100.0%
+1,309.9%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -3.2% |
| 7D | -1.0% | -1.5% | +0.5% | -1.4% |
| 30D | -1.8% | +3.7% | -5.5% | -0.6% |
| 3M | -0.7% | -9.6% | +8.9% | -3.1% |
| 6M | +47.9% | -32.4% | +80.3% | +33.4% |
| YTD | +56.9% | -28.7% | +85.6% | +44.1% |
| 1Y | +123.9% | -38.2% | +162.1% | +98.3% |
| 3Y | -1.3% | -80.4% | +79.2% | -35.4% |
| 5Y | +2.8% | -86.0% | +88.8% | -31.7% |
| 10Y | +90.9% | -99.5% | +190.4% | -44.7% |
| All | +1,209.9% | -100.0% | +1,309.9% | +58.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling