+175.6%
ASML vs CNQ
+74.2%
+101.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.1% | -1.4% | -2.2% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | -6.2% | +6.7% | -12.9% | -7.7% |
| 3M | -2.6% | +12.8% | -15.4% | -5.3% |
| 6M | +22.4% | +13.3% | +9.1% | +17.2% |
| YTD | +58.5% | +53.1% | +5.4% | +35.1% |
| 1Y | +114.2% | +66.1% | +48.1% | +75.8% |
| All | +175.6% | +74.2% | +101.4% | +126.6% |
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