+435.2%
ROIV vs CNI
+8.0%
+427.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | +9.5% | -1.1% | +10.6% | +9.9% |
| 30D | +21.0% | +7.6% | +13.4% | +17.5% |
| 3M | +18.7% | +1.6% | +17.2% | +17.9% |
| 6M | +44.5% | +16.6% | +27.9% | +35.2% |
| YTD | +92.9% | +31.3% | +61.6% | +70.7% |
| 1Y | +100.2% | +35.2% | +65.0% | +74.7% |
| 3Y | +375.0% | +21.5% | +353.6% | +330.1% |
| 5Y | +435.2% | +8.5% | +426.7% | +363.3% |
| All | +435.2% | +8.0% | +427.2% | +363.3% |
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