+0.8%
NOW vs CNI
+10.3%
-9.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -4.1% | +0.9% | -5.0% | -4.4% |
| 30D | +2.9% | -2.1% | +5.0% | +3.9% |
| 3M | +22.6% | +1.8% | +20.7% | +21.2% |
| 6M | +7.5% | +14.8% | -7.3% | -0.8% |
| YTD | -14.4% | +25.4% | -39.8% | -25.7% |
| 1Y | -29.8% | +32.9% | -62.7% | -41.5% |
| 3Y | +9.2% | +20.2% | -10.9% | -7.0% |
| 5Y | +0.8% | +12.2% | -11.3% | -8.8% |
| All | +0.8% | +10.3% | -9.5% | -8.8% |
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