+452.1%
ASX vs CNQ
+73.2%
+378.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +0.5% | +6.2% | -5.7% | -0.9% |
| 3M | +8.3% | +12.4% | -4.0% | +5.4% |
| 6M | +82.0% | +9.0% | +73.0% | +76.6% |
| YTD | +147.6% | +52.2% | +95.4% | +110.4% |
| 1Y | +258.8% | +65.0% | +193.8% | +194.1% |
| 3Y | +452.1% | +78.8% | +373.2% | +338.1% |
| All | +452.1% | +73.2% | +378.8% | +338.1% |
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 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