+293.7%
ROIV vs CNI
+25.2%
+268.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +19.0% | -1.1% | +20.1% | +19.4% |
| 30D | +16.1% | -3.5% | +19.7% | +17.4% |
| 3M | +44.1% | +2.2% | +41.9% | +42.7% |
| 6M | +37.8% | +15.1% | +22.8% | +30.7% |
| YTD | +88.7% | +24.7% | +64.0% | +73.8% |
| 1Y | +197.3% | +33.4% | +163.9% | +166.9% |
| 3Y | +224.9% | +19.5% | +205.4% | +202.4% |
| 5Y | +311.0% | +12.6% | +298.5% | +285.0% |
| All | +293.7% | +25.2% | +268.4% | +267.1% |
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