+9.5%
CNC vs WU
-51.6%
+61.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | -3.9% | -5.0% | +1.1% | -3.0% |
| 30D | +0.8% | -2.3% | +3.1% | +1.2% |
| 3M | +0.1% | -3.2% | +3.3% | -0.1% |
| 6M | +79.7% | -25.0% | +104.7% | +87.5% |
| YTD | +58.9% | -21.7% | +80.6% | +64.0% |
| 1Y | +109.1% | -9.0% | +118.1% | +108.8% |
| 3Y | 0.0% | -28.9% | +28.9% | +3.5% |
| 5Y | +9.5% | -51.0% | +60.5% | +23.5% |
| All | +9.5% | -51.6% | +61.1% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling