+110.5%
CNC vs XHB
+5.8%
+104.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +5.4% | +7.2% | +11.9% |
| 7D | +13.4% | +9.7% | +3.6% | +12.2% |
| 30D | +18.2% | +11.7% | +6.6% | +16.9% |
| 3M | +18.6% | -1.4% | +20.0% | +18.1% |
| 6M | +41.9% | +6.8% | +35.1% | +40.2% |
| YTD | +84.7% | +5.5% | +79.2% | +78.6% |
| 1Y | +110.5% | +5.1% | +105.4% | +104.1% |
| All | +110.5% | +5.8% | +104.7% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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