+5.6%
CNC vs SU
+348.9%
-343.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -0.9% | +2.2% | -3.2% | -1.1% |
| 30D | -1.0% | +8.4% | -9.4% | -1.8% |
| 3M | +4.5% | +12.1% | -7.6% | +3.2% |
| 6M | +85.2% | +19.7% | +65.6% | +81.4% |
| YTD | +61.4% | +58.4% | +3.0% | +53.8% |
| 1Y | +94.9% | +67.2% | +27.7% | +84.6% |
| 3Y | 0.0% | +125.0% | -125.0% | -9.2% |
| All | +5.6% | +348.9% | -343.3% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling