+664.1%
APP vs CNQ
+73.2%
+590.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.1% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +6.6% | +6.2% | +0.4% | +5.0% |
| 3M | -32.3% | +12.4% | -44.7% | -34.6% |
| 6M | -29.8% | +9.0% | -38.8% | -32.1% |
| YTD | -51.9% | +52.2% | -104.1% | -59.4% |
| 1Y | -43.3% | +65.0% | -108.3% | -54.2% |
| 3Y | +664.1% | +78.8% | +585.2% | +481.9% |
| All | +664.1% | +73.2% | +590.8% | +481.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling