+235.9%
ROIV vs CNI
+26.8%
+209.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +0.6% | -2.1% | +2.7% | +1.3% |
| 30D | +1.0% | -3.3% | +4.2% | +2.0% |
| 3M | +18.3% | +3.8% | +14.5% | +16.5% |
| 6M | +18.3% | +12.7% | +5.7% | +13.1% |
| YTD | +61.0% | +26.3% | +34.7% | +47.7% |
| 1Y | +177.9% | +29.9% | +148.0% | +151.8% |
| 3Y | +199.1% | +15.9% | +183.1% | +180.3% |
| 5Y | +250.7% | +6.9% | +243.8% | +227.9% |
| All | +235.9% | +26.8% | +209.0% | +212.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling