+92.2%
CNC vs URI
+1,233.8%
-1,141.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.9% | +5.9% | +2.9% |
| 7D | -3.9% | -0.5% | -3.4% | -3.8% |
| 30D | +0.8% | -13.4% | +14.2% | +3.8% |
| 3M | +0.1% | -6.2% | +6.3% | +0.9% |
| 6M | +79.7% | +28.0% | +51.7% | +68.3% |
| YTD | +58.9% | +23.0% | +36.0% | +49.3% |
| 1Y | +109.1% | +5.5% | +103.6% | +103.1% |
| 3Y | 0.0% | +119.2% | -119.2% | -22.1% |
| 5Y | +9.5% | +201.0% | -191.6% | -24.6% |
| All | +92.2% | +1,233.8% | -1,141.6% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded URI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling