+292.4%
C vs CNQ
+426.2%
-133.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | +0.9% | +6.2% | -5.3% | -1.7% |
| 3M | +1.1% | +12.4% | -11.3% | -4.4% |
| 6M | +28.4% | +9.0% | +19.4% | +21.4% |
| YTD | +20.8% | +52.2% | -31.4% | -1.6% |
| 1Y | +43.4% | +65.0% | -21.6% | +12.4% |
| 3Y | +274.9% | +78.8% | +196.1% | +175.3% |
| 5Y | +136.7% | +286.0% | -149.3% | +17.4% |
| All | +292.4% | +426.2% | -133.8% | +43.8% |
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