-6.7%
AXP vs CNQ
+61.9%
-68.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -7.4% | +9.6% | +0.7% |
| 7D | +4.6% | -9.4% | +14.0% | +2.6% |
| 30D | +9.7% | +2.8% | +7.0% | +10.3% |
| 3M | -3.8% | +8.5% | -12.2% | -1.9% |
| 6M | +4.8% | +6.4% | -1.6% | +7.4% |
| YTD | -9.1% | +50.9% | -60.0% | -5.5% |
| 1Y | -6.7% | +62.8% | -69.5% | -2.0% |
| All | -6.7% | +61.9% | -68.6% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling