+284.6%
BAX vs CNI
+6,544.5%
-6,259.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -2.4% | +2.5% | -4.9% | -3.2% |
| 30D | -9.7% | -2.5% | -7.2% | -9.0% |
| 3M | +29.3% | +2.7% | +26.5% | +28.1% |
| 6M | +40.7% | +16.9% | +23.7% | +34.0% |
| YTD | +30.3% | +26.3% | +3.9% | +21.1% |
| 1Y | +3.4% | +31.1% | -27.7% | -5.1% |
| 3Y | -32.0% | +21.1% | -53.1% | -36.4% |
| 5Y | -66.9% | +11.0% | -77.9% | -68.5% |
| 10Y | -37.1% | +128.1% | -165.2% | -52.0% |
| All | +284.6% | +6,544.5% | -6,259.8% | +14.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling