+835.8%
ADI vs CNQ
+5,432.5%
-4,596.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.0% |
| 7D | +4.6% | +0.1% | +4.4% | +4.5% |
| 30D | -1.2% | +6.2% | -7.4% | -2.7% |
| 3M | -7.8% | +12.4% | -20.2% | -10.9% |
| 6M | +19.3% | +9.0% | +10.3% | +15.5% |
| YTD | +40.9% | +52.2% | -11.3% | +24.8% |
| 1Y | +54.5% | +65.0% | -10.5% | +33.8% |
| 3Y | +123.4% | +78.8% | +44.6% | +87.6% |
| 5Y | +142.3% | +286.0% | -143.7% | +64.0% |
| 10Y | +664.1% | +420.7% | +243.4% | +332.4% |
| All | +835.8% | +5,432.5% | -4,596.7% | +228.8% |
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