-11.3%
CNC vs VIK
+225.3%
-236.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | -0.7% |
| 7D | -4.9% | -0.8% | -4.1% | -4.9% |
| 30D | -3.8% | -18.0% | +14.3% | -3.3% |
| 3M | -3.2% | -5.8% | +2.6% | -3.2% |
| 6M | +47.9% | +17.2% | +30.7% | +46.4% |
| YTD | +55.7% | +19.1% | +36.5% | +54.0% |
| 1Y | +106.2% | +33.6% | +72.6% | +103.5% |
| All | -11.3% | +225.3% | -236.7% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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