+287.5%
CAH vs CNQ
+426.2%
-138.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.5% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | +0.2% | +6.2% | -6.0% | -1.1% |
| 3M | +6.3% | +12.4% | -6.1% | +3.5% |
| 6M | +9.4% | +9.0% | +0.4% | +6.8% |
| YTD | +15.0% | +52.2% | -37.3% | +4.3% |
| 1Y | +55.4% | +65.0% | -9.6% | +38.4% |
| 3Y | +173.8% | +78.8% | +95.0% | +134.2% |
| 5Y | +395.2% | +286.0% | +109.2% | +243.0% |
| All | +287.5% | +426.2% | -138.7% | +126.9% |
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 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