+95.2%
CNC vs TRMB
+121.9%
-26.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +1.2% |
| 7D | -0.9% | -3.0% | +2.1% | -0.2% |
| 30D | -1.0% | +2.3% | -3.3% | -1.6% |
| 3M | +4.5% | +15.3% | -10.8% | +0.6% |
| 6M | +85.2% | -14.7% | +99.9% | +90.9% |
| YTD | +61.4% | -26.4% | +87.8% | +72.4% |
| 1Y | +94.9% | -30.4% | +125.3% | +110.6% |
| 3Y | 0.0% | +13.5% | -13.5% | -8.9% |
| 5Y | +11.2% | -38.6% | +49.8% | +20.1% |
| All | +95.2% | +121.9% | -26.6% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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