+394.0%
CAH vs CNQ
+278.6%
+115.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | +0.2% | +6.2% | -6.0% | -0.5% |
| 3M | +6.3% | +12.4% | -6.1% | +4.8% |
| 6M | +9.4% | +9.0% | +0.4% | +8.0% |
| YTD | +15.0% | +52.2% | -37.3% | +8.6% |
| 1Y | +55.4% | +65.0% | -9.6% | +45.0% |
| 3Y | +173.8% | +78.8% | +95.0% | +147.3% |
| All | +394.0% | +278.6% | +115.4% | +273.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling