+95.2%
CNC vs WU
-39.1%
+134.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -0.9% | -3.5% | +2.6% | +0.1% |
| 30D | -1.0% | -2.9% | +2.0% | -0.1% |
| 3M | +4.5% | -2.3% | +6.8% | +3.9% |
| 6M | +85.2% | -25.4% | +110.6% | +99.2% |
| YTD | +61.4% | -21.2% | +82.6% | +69.9% |
| 1Y | +94.9% | -8.9% | +103.8% | +94.7% |
| 3Y | 0.0% | -29.0% | +29.0% | +6.0% |
| 5Y | +11.2% | -50.7% | +61.9% | +33.2% |
| All | +95.2% | -39.1% | +134.4% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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