-26.3%
APH vs CNQ
+65.4%
-91.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.8% | -48.6% | -47.7% |
| 7D | -48.7% | +1.4% | -50.1% | -48.6% |
| 30D | -51.9% | +12.8% | -64.7% | -51.7% |
| 3M | -43.6% | +7.0% | -50.6% | -42.9% |
| 6M | -37.5% | +16.5% | -54.0% | -37.7% |
| YTD | -38.6% | +52.0% | -90.7% | -41.6% |
| 1Y | -26.3% | +64.1% | -90.4% | -32.3% |
| All | -26.3% | +65.4% | -91.8% | -32.3% |
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 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