+94.9%
CNC vs SU
+67.3%
+27.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -0.9% | +2.2% | -3.2% | -1.2% |
| 30D | -1.0% | +8.4% | -9.4% | -2.0% |
| 3M | +4.5% | +12.1% | -7.6% | +2.5% |
| 6M | +85.2% | +19.7% | +65.6% | +76.9% |
| YTD | +61.4% | +58.4% | +3.0% | +46.5% |
| 1Y | +94.9% | +67.2% | +27.7% | +71.9% |
| All | +94.9% | +67.3% | +27.6% | +71.9% |
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