+134.0%
CNC vs WY
-4.5%
+138.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -1.5% |
| 7D | +3.5% | -1.7% | +5.3% | +3.6% |
| 30D | +0.1% | -10.1% | +10.2% | +0.8% |
| 3M | +6.9% | -5.1% | +12.1% | +7.5% |
| 6M | +49.0% | -4.8% | +53.8% | +50.0% |
| YTD | +62.9% | -0.2% | +63.2% | +61.6% |
| 1Y | +134.0% | -6.6% | +140.6% | +143.5% |
| All | +134.0% | -4.5% | +138.5% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling