+916.7%
APO vs CNQ
+426.2%
+490.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | -6.6% | +6.2% | -12.8% | -8.7% |
| 3M | -3.3% | +12.4% | -15.6% | -7.8% |
| 6M | +22.6% | +9.0% | +13.6% | +16.9% |
| YTD | -9.8% | +52.2% | -62.0% | -24.3% |
| 1Y | -3.9% | +65.0% | -68.9% | -22.0% |
| 3Y | +52.5% | +78.8% | -26.4% | +18.1% |
| 5Y | +134.0% | +286.0% | -152.0% | +35.9% |
| All | +916.7% | +426.2% | +490.5% | +358.4% |
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