+4,577.2%
CNC vs TXT
+407.0%
+4,170.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.3% |
| 7D | +3.5% | -4.8% | +8.3% | +4.9% |
| 30D | +0.1% | -10.6% | +10.7% | +3.2% |
| 3M | +6.9% | -13.2% | +20.1% | +10.8% |
| 6M | +49.0% | -20.3% | +69.4% | +57.8% |
| YTD | +62.9% | -9.3% | +72.2% | +65.8% |
| 1Y | +134.0% | -2.7% | +136.7% | +133.6% |
| 3Y | +9.4% | +1.4% | +8.0% | +6.0% |
| 5Y | +4.1% | +9.6% | -5.4% | -2.7% |
| 10Y | +95.4% | +94.9% | +0.5% | +45.3% |
| All | +4,577.2% | +407.0% | +4,170.2% | +2,111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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