+72.4%
UBER vs CNI
+51.8%
+20.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.9% |
| 7D | -5.4% | -0.4% | -5.0% | -5.2% |
| 30D | -4.9% | -2.7% | -2.2% | -3.1% |
| 3M | +3.0% | +3.9% | -0.9% | -0.2% |
| 6M | -4.4% | +16.4% | -20.8% | -15.5% |
| YTD | -12.3% | +25.8% | -38.1% | -27.4% |
| 1Y | -24.3% | +32.4% | -56.7% | -39.9% |
| 3Y | +46.4% | +19.1% | +27.4% | +23.4% |
| 5Y | +79.7% | +13.6% | +66.1% | +54.2% |
| All | +72.4% | +51.8% | +20.6% | +3.1% |
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 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