+12.4%
AZN vs CNQ
+56.1%
-43.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | -0.3% |
| 7D | -0.1% | -13.5% | +13.4% | -0.7% |
| 30D | +16.4% | +2.2% | +14.2% | +16.5% |
| 3M | +15.7% | +7.8% | +8.0% | +15.8% |
| 6M | +0.8% | +8.5% | -7.7% | +0.4% |
| YTD | +2.5% | +47.6% | -45.1% | +0.5% |
| 1Y | +12.4% | +58.7% | -46.2% | +10.9% |
| All | +12.4% | +56.1% | -43.7% | +10.9% |
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