+1,484.8%
CNC vs WU
-21.6%
+1,506.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.5% | -1.2% | -2.8% |
| 7D | -1.0% | -0.8% | -0.1% | -0.7% |
| 30D | -1.8% | -1.1% | -0.7% | -1.5% |
| 3M | -0.7% | -1.8% | +1.1% | -1.5% |
| 6M | +47.9% | -23.9% | +71.9% | +59.0% |
| YTD | +56.9% | -20.4% | +77.3% | +65.5% |
| 1Y | +123.9% | -10.6% | +134.5% | +125.8% |
| 3Y | -1.3% | -27.7% | +26.5% | +4.6% |
| 5Y | +2.8% | -51.1% | +53.9% | +22.3% |
| 10Y | +90.9% | -40.7% | +131.6% | +104.9% |
| All | +1,484.8% | -21.6% | +1,506.4% | +1,221.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling