+3,341.8%
V vs CNC
+1,552.6%
+1,789.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.0% |
| 7D | +0.9% | +2.2% | -1.3% | +0.4% |
| 30D | +9.0% | +1.6% | +7.4% | +8.3% |
| 3M | +16.7% | +7.9% | +8.8% | +14.3% |
| 6M | +33.4% | +21.2% | +12.2% | +26.4% |
| YTD | +22.4% | +73.2% | -50.8% | +5.1% |
| 1Y | +27.7% | +97.5% | -69.8% | +6.1% |
| 3Y | +78.0% | -1.2% | +79.2% | +64.8% |
| 5Y | +108.5% | -6.1% | +114.6% | +92.2% |
| 10Y | +459.0% | +181.3% | +277.8% | +269.4% |
| All | +3,341.8% | +1,552.6% | +1,789.2% | +858.4% |
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