+494.4%
TEAM vs CNI
+138.2%
+356.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -5.2% | -0.4% | -4.8% | -5.1% |
| 30D | +15.8% | -2.7% | +18.5% | +17.2% |
| 3M | +101.5% | +3.9% | +97.5% | +97.5% |
| 6M | +138.2% | +16.4% | +121.8% | +119.2% |
| YTD | +10.8% | +25.8% | -15.0% | -3.0% |
| 1Y | +1.7% | +32.4% | -30.7% | -13.5% |
| 3Y | -16.0% | +19.1% | -35.1% | -25.7% |
| 5Y | -52.7% | +13.6% | -66.3% | -56.7% |
| All | +494.4% | +138.2% | +356.2% | +258.0% |
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