-40.4%
ACN vs CNQ
+73.2%
-113.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +3.4% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | +2.1% | +6.2% | -4.1% | +1.5% |
| 3M | +11.1% | +12.4% | -1.3% | +9.7% |
| 6M | -6.8% | +9.0% | -15.9% | -7.9% |
| YTD | -30.0% | +52.2% | -82.3% | -33.1% |
| 1Y | -23.1% | +65.0% | -88.2% | -27.1% |
| 3Y | -40.4% | +78.8% | -119.2% | -44.3% |
| All | -40.4% | +73.2% | -113.6% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling