-81.2%
PATH vs CNI
+28.0%
-109.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -1.7% |
| 7D | -2.7% | +0.3% | -3.0% | -2.9% |
| 30D | -3.7% | +8.0% | -11.7% | -8.2% |
| 3M | -13.8% | +1.0% | -14.8% | -14.6% |
| 6M | +20.3% | +15.2% | +5.1% | +9.2% |
| YTD | -20.8% | +30.9% | -51.7% | -35.6% |
| 1Y | -9.2% | +36.2% | -45.4% | -28.5% |
| 3Y | -21.8% | +22.6% | -44.4% | -34.2% |
| 5Y | -77.4% | +6.4% | -83.8% | -79.8% |
| All | -81.2% | +28.0% | -109.2% | -83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling