+494.9%
P vs CNI
+155.2%
+339.8%
-69.4%
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 | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +7.8% | +2.5% | +5.4% | +6.2% |
| 30D | +12.3% | -2.5% | +14.8% | +14.2% |
| 3M | +37.1% | +2.7% | +34.4% | +34.0% |
| 6M | +66.1% | +16.9% | +49.1% | +48.0% |
| YTD | +50.9% | +26.3% | +24.6% | +26.8% |
| 1Y | +27.2% | +31.1% | -3.9% | +3.2% |
| 3Y | +158.7% | +21.1% | +137.6% | +116.2% |
| 5Y | +291.1% | +11.0% | +280.1% | +242.5% |
| 10Y | +715.0% | +128.1% | +586.9% | +359.0% |
| All | +494.9% | +155.2% | +339.8% | +212.7% |
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