+10,010.9%
WWD vs CNI
+6,494.7%
+3,516.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | 0.0% |
| 7D | +0.6% | +0.9% | -0.2% | +0.1% |
| 30D | -5.1% | -2.1% | -3.0% | -3.9% |
| 3M | -11.2% | +1.8% | -13.1% | -12.6% |
| 6M | -12.0% | +14.8% | -26.8% | -19.8% |
| YTD | +12.0% | +25.4% | -13.4% | -3.8% |
| 1Y | +42.8% | +32.9% | +9.9% | +17.8% |
| 3Y | +168.9% | +20.2% | +148.8% | +130.8% |
| 5Y | +192.2% | +12.2% | +180.0% | +157.7% |
| 10Y | +495.3% | +136.0% | +359.3% | +233.7% |
| All | +10,010.9% | +6,494.7% | +3,516.2% | +2,179.7% |
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