+3,911.6%
ASX vs CNQ
+4,613.8%
-702.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.7% | +3.3% |
| 7D | +11.1% | -0.9% | +12.0% | +11.4% |
| 30D | +9.6% | +8.7% | +0.9% | +6.9% |
| 3M | +18.6% | +15.8% | +2.8% | +13.0% |
| 6M | +92.1% | +13.3% | +78.9% | +82.5% |
| YTD | +158.5% | +54.7% | +103.8% | +122.8% |
| 1Y | +271.9% | +69.5% | +202.4% | +211.5% |
| 3Y | +465.2% | +77.3% | +387.9% | +361.4% |
| 5Y | +479.4% | +290.3% | +189.1% | +265.9% |
| 10Y | +992.0% | +429.3% | +562.7% | +453.7% |
| All | +3,911.6% | +4,613.8% | -702.2% | +1,081.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling