+2,926.4%
V vs CNC
+1,454.6%
+1,471.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.6% |
| 7D | -1.7% | +3.5% | -5.2% | -2.5% |
| 30D | +2.0% | +0.1% | +1.9% | +1.8% |
| 3M | +17.4% | +6.9% | +10.4% | +14.9% |
| 6M | +17.5% | +49.0% | -31.5% | +5.3% |
| YTD | +7.6% | +62.9% | -55.3% | -6.0% |
| 1Y | +7.7% | +134.0% | -126.3% | -14.7% |
| 3Y | +54.7% | +9.4% | +45.2% | +39.0% |
| 5Y | +73.0% | +4.1% | +68.9% | +54.4% |
| 10Y | +390.9% | +95.4% | +295.5% | +252.8% |
| All | +2,926.4% | +1,454.6% | +1,471.9% | +757.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling