+6,182.0%
TECH vs CNI
+6,541.6%
-359.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +0.1% | -2.1% | +2.2% | +0.8% |
| 30D | +0.7% | -3.3% | +4.0% | +1.8% |
| 3M | +36.3% | +3.8% | +32.5% | +34.6% |
| 6M | +25.6% | +12.7% | +12.9% | +19.8% |
| YTD | +23.7% | +26.3% | -2.6% | +13.0% |
| 1Y | +37.6% | +29.9% | +7.7% | +24.5% |
| 3Y | -6.6% | +15.9% | -22.5% | -11.9% |
| 5Y | -42.2% | +6.9% | -49.2% | -44.1% |
| 10Y | +187.6% | +126.8% | +60.8% | +116.7% |
| All | +6,182.0% | +6,541.6% | -359.6% | +1,684.1% |
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 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