+95.2%
CNC vs WAB
+296.8%
-201.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.3% |
| 7D | -0.9% | +0.1% | -1.1% | -1.0% |
| 30D | -1.0% | -4.1% | +3.1% | +0.1% |
| 3M | +4.5% | +8.2% | -3.6% | +1.7% |
| 6M | +85.2% | +15.4% | +69.8% | +75.9% |
| YTD | +61.4% | +33.1% | +28.3% | +46.8% |
| 1Y | +94.9% | +48.1% | +46.8% | +71.4% |
| 3Y | 0.0% | +167.7% | -167.7% | -29.0% |
| 5Y | +11.2% | +225.7% | -214.5% | -27.4% |
| All | +95.2% | +296.8% | -201.6% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling