+309.3%
TEL vs CNC
+99.9%
+209.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.3% |
| 7D | +1.6% | -0.9% | +2.5% | +1.8% |
| 30D | -0.7% | -1.0% | +0.3% | -0.5% |
| 3M | +2.4% | +4.5% | -2.1% | +1.3% |
| 6M | +4.1% | +85.2% | -81.1% | -8.5% |
| YTD | -5.8% | +61.4% | -67.2% | -15.6% |
| 1Y | +0.9% | +94.9% | -94.0% | -13.7% |
| 3Y | +72.6% | 0.0% | +72.6% | +61.8% |
| 5Y | +57.5% | +11.2% | +46.3% | +40.1% |
| All | +309.3% | +99.9% | +209.4% | +234.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling