+87.6%
ROIV vs CNI
+35.4%
+52.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | +9.2% | +1.0% | +8.2% | +8.9% |
| 30D | +19.9% | +7.5% | +12.5% | +18.5% |
| 3M | +10.6% | +1.7% | +8.9% | +10.1% |
| 6M | +36.1% | +15.4% | +20.6% | +31.7% |
| YTD | +84.3% | +31.5% | +52.8% | +74.6% |
| 1Y | +87.6% | +32.8% | +54.8% | +77.6% |
| All | +87.6% | +35.4% | +52.2% | +77.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling