+110.5%
CNC vs SU
+88.1%
+22.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -4.5% | +17.2% | +12.6% |
| 7D | +13.4% | -7.1% | +20.5% | +13.6% |
| 30D | +18.2% | +4.8% | +13.5% | +17.4% |
| 3M | +18.6% | +12.5% | +6.1% | +17.0% |
| 6M | +41.9% | +6.5% | +35.5% | +39.5% |
| YTD | +84.7% | +65.8% | +18.9% | +73.8% |
| 1Y | +110.5% | +86.2% | +24.3% | +97.9% |
| All | +110.5% | +88.1% | +22.4% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1y: compounded portfolio wealth divided by compounded SU 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…
1y analysis · Full analysis span regression · 6 months rolling