-55.4%
APP vs CNQ
+61.9%
-117.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -7.4% | +18.1% | +7.7% |
| 7D | +4.5% | -9.4% | +14.0% | +1.0% |
| 30D | -3.6% | +2.8% | -6.4% | -2.8% |
| 3M | -35.3% | +8.5% | -43.7% | -33.3% |
| 6M | -42.8% | +6.4% | -49.2% | -40.1% |
| YTD | -59.7% | +50.9% | -110.6% | -52.4% |
| 1Y | -55.4% | +62.8% | -118.2% | -44.3% |
| All | -55.4% | +61.9% | -117.2% | -44.3% |
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