+258.5%
ECHO vs CNC
+3.0%
+255.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.2% |
| 7D | +5.3% | -4.9% | +10.2% | +5.6% |
| 30D | +2.4% | -3.8% | +6.2% | +2.6% |
| 3M | -21.8% | -3.2% | -18.5% | -21.7% |
| 6M | -16.9% | +47.9% | -64.8% | -18.9% |
| YTD | -16.0% | +55.7% | -71.7% | -18.5% |
| 1Y | +9.3% | +106.2% | -97.0% | +3.7% |
| 3Y | +406.2% | -2.1% | +408.3% | +402.1% |
| All | +258.5% | +3.0% | +255.5% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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