+332.2%
APP vs CNQ
+278.6%
+53.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.2% |
| 7D | +1.1% | +0.1% | +0.9% | +1.0% |
| 30D | +6.6% | +6.2% | +0.4% | +4.8% |
| 3M | -32.3% | +12.4% | -44.7% | -35.0% |
| 6M | -29.8% | +9.0% | -38.8% | -32.4% |
| YTD | -51.9% | +52.2% | -104.1% | -58.8% |
| 1Y | -43.3% | +65.0% | -108.3% | -53.1% |
| 3Y | +664.1% | +78.8% | +585.2% | +506.9% |
| All | +332.2% | +278.6% | +53.6% | +219.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling