+953.3%
ASX vs CNQ
+426.2%
+527.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +0.5% | +6.2% | -5.7% | -1.2% |
| 3M | +8.3% | +12.4% | -4.0% | +4.4% |
| 6M | +82.0% | +9.0% | +73.0% | +75.4% |
| YTD | +147.6% | +52.2% | +95.4% | +115.4% |
| 1Y | +258.8% | +65.0% | +193.8% | +204.4% |
| 3Y | +452.1% | +78.8% | +373.2% | +351.8% |
| 5Y | +441.7% | +286.0% | +155.8% | +251.5% |
| All | +953.3% | +426.2% | +527.1% | +443.1% |
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