+140.1%
GOOGL vs CNC
+10.7%
+129.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.7% |
| 7D | 0.0% | -0.9% | +0.9% | 0.0% |
| 30D | -1.4% | -1.0% | -0.4% | -1.4% |
| 3M | -5.3% | +4.5% | -9.9% | -5.6% |
| 6M | +9.8% | +85.2% | -75.4% | +6.7% |
| YTD | +8.4% | +61.4% | -53.1% | +5.7% |
| 1Y | +41.2% | +94.9% | -53.7% | +36.4% |
| 3Y | +149.6% | 0.0% | +149.6% | +146.1% |
| All | +140.1% | +10.7% | +129.3% | +142.5% |
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