0.0%
CNC vs WU
-28.7%
+28.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -0.9% | -3.5% | +2.6% | -0.5% |
| 30D | -1.0% | -2.9% | +2.0% | -0.6% |
| 3M | +4.5% | -2.3% | +6.8% | +4.2% |
| 6M | +85.2% | -25.4% | +110.6% | +91.8% |
| YTD | +61.4% | -21.2% | +82.6% | +65.0% |
| 1Y | +94.9% | -8.9% | +103.8% | +93.8% |
| 3Y | 0.0% | -29.0% | +29.0% | +2.9% |
| All | 0.0% | -28.7% | +28.7% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling