+355.1%
AEM vs CNQ
+426.2%
-71.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.9% |
| 7D | -2.1% | +0.1% | -2.3% | -2.1% |
| 30D | +8.4% | +6.2% | +2.2% | +7.6% |
| 3M | +27.3% | +12.4% | +14.9% | +25.3% |
| 6M | -9.7% | +9.0% | -18.7% | -11.1% |
| YTD | +19.0% | +52.2% | -33.3% | +12.0% |
| 1Y | +31.5% | +65.0% | -33.6% | +22.3% |
| 3Y | +338.7% | +78.8% | +259.9% | +301.8% |
| 5Y | +307.4% | +286.0% | +21.4% | +251.3% |
| All | +355.1% | +426.2% | -71.1% | +271.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling