+7.2%
CNC vs TRMB
-39.0%
+46.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.5% |
| 7D | -4.9% | -2.9% | -2.0% | -4.6% |
| 30D | -3.8% | -1.8% | -2.0% | -3.6% |
| 3M | -3.2% | +8.4% | -11.7% | -4.3% |
| 6M | +47.9% | -18.5% | +66.4% | +51.0% |
| YTD | +55.7% | -26.7% | +82.4% | +61.0% |
| 1Y | +106.2% | -28.3% | +134.5% | +113.6% |
| 3Y | -2.1% | +12.6% | -14.7% | -6.9% |
| All | +7.2% | -39.0% | +46.3% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling