+26.0%
C vs CNQ
+61.9%
-35.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.4% | +9.0% | +0.1% |
| 7D | +1.1% | -9.4% | +10.5% | -0.9% |
| 30D | -2.4% | +2.8% | -5.2% | -1.8% |
| 3M | -8.4% | +8.5% | -16.8% | -6.5% |
| 6M | +0.3% | +6.4% | -6.0% | +2.1% |
| YTD | +9.1% | +50.9% | -41.8% | +16.1% |
| 1Y | +26.0% | +62.8% | -36.8% | +32.3% |
| All | +26.0% | +61.9% | -35.8% | +32.3% |
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 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