+4,462.8%
CNC vs SU
+1,501.0%
+2,961.8%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -3.9% | +1.7% | -5.5% | -4.2% |
| 30D | +0.8% | +9.6% | -8.8% | -1.2% |
| 3M | +0.1% | +11.7% | -11.6% | -2.5% |
| 6M | +79.7% | +21.9% | +57.8% | +71.3% |
| YTD | +58.9% | +58.6% | +0.3% | +43.1% |
| 1Y | +109.1% | +66.5% | +42.6% | +86.3% |
| 3Y | 0.0% | +121.4% | -121.4% | -18.0% |
| 5Y | +9.5% | +355.7% | -346.2% | -26.2% |
| 10Y | +95.7% | +264.2% | -168.5% | +29.9% |
| All | +4,462.8% | +1,501.0% | +2,961.8% | +1,397.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling