+104.9%
CNC vs USAR
+19.5%
+85.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.8% |
| 7D | -4.9% | -4.4% | -0.4% | -4.8% |
| 30D | -3.8% | -10.4% | +6.6% | -3.7% |
| 3M | -3.2% | -18.4% | +15.1% | -3.3% |
| 6M | +47.9% | -8.8% | +56.7% | +46.1% |
| YTD | +55.7% | +43.4% | +12.3% | +47.1% |
| All | +104.9% | +19.5% | +85.4% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling