+1,003.0%
BE vs CNI
+63.7%
+939.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.9% | +5.8% | +5.9% |
| 7D | +9.0% | -0.4% | +9.4% | +9.5% |
| 30D | +16.3% | -2.7% | +19.0% | +18.8% |
| 3M | +10.8% | +3.9% | +6.9% | +5.2% |
| 6M | +73.2% | +16.4% | +56.8% | +46.3% |
| YTD | +217.4% | +25.8% | +191.6% | +146.8% |
| 1Y | +309.8% | +32.4% | +277.4% | +202.1% |
| 3Y | +1,726.2% | +19.1% | +1,707.1% | +1,349.2% |
| 5Y | +1,306.2% | +13.6% | +1,292.6% | +1,080.7% |
| All | +1,003.0% | +63.7% | +939.3% | +401.6% |
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 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