+1,136.3%
IBM vs CNI
+6,544.5%
-5,408.2%
-59.4%
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 | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.3% | +2.5% | -2.2% | -0.6% |
| 30D | -1.5% | -2.5% | +1.0% | -0.6% |
| 3M | -16.8% | +2.7% | -19.5% | -17.6% |
| 6M | -9.0% | +16.9% | -26.0% | -14.7% |
| YTD | -20.1% | +26.3% | -46.4% | -27.4% |
| 1Y | -7.0% | +31.1% | -38.1% | -16.9% |
| 3Y | +72.4% | +21.1% | +51.3% | +56.5% |
| 5Y | +112.0% | +11.0% | +101.0% | +95.8% |
| 10Y | +131.6% | +128.1% | +3.4% | +60.4% |
| All | +1,136.3% | +6,544.5% | -5,408.2% | +140.7% |
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 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