+18.0%
CNI price history and return analytics
+72.7%
-54.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | 0.0% |
| 7D | -1.1% | -2.0% | +0.9% | +0.2% |
| 30D | -3.5% | -1.4% | -2.1% | -2.6% |
| 3M | +2.2% | +4.7% | -2.5% | -1.3% |
| 6M | +15.1% | +11.4% | +3.7% | +6.0% |
| YTD | +24.7% | +13.1% | +11.6% | +13.5% |
| 1Y | +33.4% | +19.0% | +14.3% | +16.5% |
| All | +18.0% | +72.7% | -54.7% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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