+95.2%
CNC vs TD
+306.3%
-211.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -0.9% | -0.5% | -0.4% | -0.6% |
| 30D | -1.0% | -1.9% | +0.9% | -0.1% |
| 3M | +4.5% | +4.8% | -0.2% | +2.0% |
| 6M | +85.2% | +28.0% | +57.2% | +63.2% |
| YTD | +61.4% | +30.3% | +31.1% | +40.6% |
| 1Y | +94.9% | +59.8% | +35.1% | +52.8% |
| 3Y | 0.0% | +124.7% | -124.7% | -35.6% |
| 5Y | +11.2% | +127.0% | -115.8% | -30.5% |
| All | +95.2% | +306.3% | -211.1% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 10y: compounded portfolio wealth divided by compounded TD 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…
10y analysis · Full analysis span regression · 6 months rolling