+54.9%
ADI vs CNQ
+60.9%
-6.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -1.5% | -9.7% | -11.2% |
| 7D | -16.7% | -11.2% | -5.5% | -17.6% |
| 30D | -14.2% | +1.7% | -15.9% | -13.7% |
| 3M | -4.1% | +10.3% | -14.4% | -2.7% |
| 6M | -10.3% | +4.3% | -14.6% | -9.1% |
| YTD | +34.3% | +48.7% | -14.4% | +35.9% |
| 1Y | +54.9% | +57.9% | -3.0% | +60.1% |
| All | +54.9% | +60.9% | -6.0% | +60.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling