+2,281.8%
NDAQ vs CNI
+2,070.3%
+211.5%
-68.5%
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 | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -2.6% | +2.5% | -5.1% | -4.0% |
| 30D | +0.5% | -2.5% | +3.0% | +1.9% |
| 3M | +9.9% | +2.7% | +7.2% | +7.9% |
| 6M | +8.2% | +16.9% | -8.7% | -2.5% |
| YTD | -1.5% | +26.3% | -27.8% | -15.8% |
| 1Y | +1.3% | +31.1% | -29.8% | -15.6% |
| 3Y | +92.6% | +21.1% | +71.5% | +64.0% |
| 5Y | +53.8% | +11.0% | +42.8% | +35.2% |
| 10Y | +376.0% | +128.1% | +247.8% | +144.6% |
| All | +2,281.8% | +2,070.3% | +211.5% | +339.9% |
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