+11.7%
BABA vs CNI
+140.9%
-129.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -13.8% | +2.5% | -16.3% | -15.0% |
| 30D | -15.1% | +6.1% | -21.2% | -17.9% |
| 3M | -22.7% | +0.1% | -22.9% | -23.1% |
| 6M | -34.7% | +14.9% | -49.6% | -40.0% |
| YTD | -35.0% | +30.9% | -65.9% | -44.8% |
| 1Y | -40.4% | +33.9% | -74.3% | -50.2% |
| 3Y | +21.9% | +20.2% | +1.7% | +6.7% |
| 5Y | -39.9% | +8.2% | -48.1% | -44.4% |
| All | +11.7% | +140.9% | -129.2% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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