+110.5%
CNC vs WY
+0.3%
+110.2%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.6% | +7.0% | +11.9% |
| 7D | +13.4% | +13.3% | 0.0% | +12.0% |
| 30D | +18.2% | +17.6% | +0.6% | +16.5% |
| 3M | +18.6% | -15.0% | +33.7% | +19.2% |
| 6M | +41.9% | -5.9% | +47.8% | +42.2% |
| YTD | +84.7% | -5.7% | +90.5% | +82.2% |
| 1Y | +110.5% | -0.2% | +110.7% | +105.3% |
| All | +110.5% | +0.3% | +110.2% | +105.3% |
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