+465.4%
AXP vs CNQ
+426.2%
+39.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -5.6% | +6.2% | -11.8% | -7.8% |
| 3M | +2.2% | +12.4% | -10.1% | -2.8% |
| 6M | +6.7% | +9.0% | -2.3% | +1.5% |
| YTD | -11.5% | +52.2% | -63.7% | -26.3% |
| 1Y | -0.4% | +65.0% | -65.4% | -19.9% |
| 3Y | +113.0% | +78.8% | +34.2% | +61.7% |
| 5Y | +117.4% | +286.0% | -168.6% | +16.9% |
| All | +465.4% | +426.2% | +39.2% | +120.5% |
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