+1,328.4%
WDC vs CNI
+18.7%
+1,309.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -4.2% |
| 7D | +4.4% | -1.1% | +5.5% | +4.9% |
| 30D | +5.3% | -3.5% | +8.8% | +6.9% |
| 3M | -5.9% | +2.2% | -8.1% | -7.5% |
| 6M | +73.2% | +15.1% | +58.1% | +59.1% |
| YTD | +167.8% | +24.7% | +143.2% | +134.8% |
| 1Y | +386.0% | +33.4% | +352.6% | +308.6% |
| All | +1,328.4% | +18.7% | +1,309.8% | +1,116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling