+259.8%
ECHO vs CNI
+12.6%
+247.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.9% |
| 7D | +3.7% | -0.4% | +4.1% | +3.9% |
| 30D | +0.7% | -2.7% | +3.4% | +2.1% |
| 3M | -27.3% | +3.9% | -31.2% | -29.1% |
| 6M | -17.0% | +16.4% | -33.3% | -24.1% |
| YTD | -14.3% | +25.8% | -40.1% | -25.1% |
| 1Y | +20.9% | +32.4% | -11.5% | +2.3% |
| 3Y | +423.0% | +19.1% | +403.9% | +365.9% |
| All | +259.8% | +12.6% | +247.1% | +217.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling