+33.6%
EQT vs CNI
+19.7%
+13.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.8% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | 0.0% | -2.7% | +2.7% | +0.4% |
| 3M | +5.9% | +3.9% | +2.0% | +5.1% |
| 6M | -14.8% | +16.4% | -31.1% | -17.4% |
| YTD | +1.8% | +25.8% | -24.0% | -3.3% |
| 1Y | +7.4% | +32.4% | -25.0% | +0.8% |
| 3Y | +33.6% | +19.1% | +14.5% | +26.0% |
| All | +33.6% | +19.7% | +13.9% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling