+16.7%
BABA vs CNI
+129.7%
-113.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.1% | -2.5% |
| 7D | -2.2% | +0.9% | -3.0% | -2.6% |
| 30D | -17.3% | -2.1% | -15.2% | -16.5% |
| 3M | -7.8% | +1.8% | -9.6% | -9.2% |
| 6M | -16.8% | +14.8% | -31.6% | -23.6% |
| YTD | -24.7% | +25.4% | -50.1% | -34.4% |
| 1Y | -24.9% | +32.9% | -57.9% | -37.0% |
| 3Y | +29.1% | +20.2% | +8.9% | +12.7% |
| 5Y | -30.5% | +12.2% | -42.7% | -36.8% |
| 10Y | +16.7% | +136.0% | -119.3% | -33.4% |
| All | +16.7% | +129.7% | -113.0% | -33.4% |
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