+3,077.3%
CNC vs TRI
+499.2%
+2,578.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.6% |
| 7D | -3.9% | -14.4% | +10.5% | +1.9% |
| 30D | +0.8% | -8.1% | +8.9% | +3.7% |
| 3M | +0.1% | +17.5% | -17.4% | -8.3% |
| 6M | +79.7% | -5.0% | +84.6% | +77.3% |
| YTD | +58.9% | -24.7% | +83.6% | +70.7% |
| 1Y | +109.1% | -41.5% | +150.6% | +148.2% |
| 3Y | 0.0% | -20.3% | +20.3% | +1.7% |
| 5Y | +9.5% | -10.9% | +20.4% | +4.2% |
| 10Y | +95.7% | +190.6% | -94.9% | +7.1% |
| All | +3,077.3% | +499.2% | +2,578.1% | +1,075.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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