+273.7%
ELV vs CNI
+138.2%
+135.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | +3.2% | -0.4% | +3.6% | +3.4% |
| 30D | +5.4% | -2.7% | +8.1% | +6.5% |
| 3M | +5.4% | +3.9% | +1.4% | +3.2% |
| 6M | +45.7% | +16.4% | +29.4% | +35.2% |
| YTD | +21.2% | +25.8% | -4.6% | +7.9% |
| 1Y | +35.6% | +32.4% | +3.2% | +17.7% |
| 3Y | -2.0% | +19.1% | -21.1% | -12.6% |
| 5Y | +26.0% | +13.6% | +12.4% | +12.0% |
| All | +273.7% | +138.2% | +135.5% | +100.7% |
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