+43,626.0%
AAPL vs CNQ
+5,432.5%
+38,193.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +9.9% | +6.2% | +3.7% | +8.3% |
| 3M | +12.5% | +12.4% | +0.1% | +9.1% |
| 6M | +27.6% | +9.0% | +18.6% | +23.9% |
| YTD | +22.6% | +52.2% | -29.7% | +9.7% |
| 1Y | +45.0% | +65.0% | -20.1% | +27.0% |
| 3Y | +87.8% | +78.8% | +8.9% | +58.8% |
| 5Y | +128.7% | +286.0% | -157.3% | +58.0% |
| 10Y | +1,308.9% | +420.7% | +888.1% | +715.3% |
| All | +43,626.0% | +5,432.5% | +38,193.5% | +18,629.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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