+4,405.6%
CNC vs STZ
+1,352.2%
+3,053.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -2.0% |
| 7D | -1.0% | -7.4% | +6.4% | +1.3% |
| 30D | -1.8% | -10.9% | +9.1% | +1.6% |
| 3M | -0.7% | -13.4% | +12.7% | +3.4% |
| 6M | +47.9% | -16.2% | +64.1% | +54.6% |
| YTD | +56.9% | -10.4% | +67.4% | +59.9% |
| 1Y | +123.9% | -14.8% | +138.7% | +131.1% |
| 3Y | -1.3% | -50.1% | +48.9% | +17.7% |
| 5Y | +2.8% | -38.8% | +41.5% | +14.2% |
| 10Y | +90.9% | -14.1% | +105.0% | +85.7% |
| All | +4,405.6% | +1,352.2% | +3,053.3% | +1,559.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded STZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling