+70.1%
CB vs CNQ
+73.2%
-3.2%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.2% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -1.2% | +6.2% | -7.4% | -1.5% |
| 3M | +3.8% | +12.4% | -8.6% | +3.1% |
| 6M | +5.8% | +9.0% | -3.3% | +5.1% |
| YTD | +9.4% | +52.2% | -42.9% | +6.1% |
| 1Y | +20.7% | +65.0% | -44.4% | +16.2% |
| 3Y | +70.1% | +78.8% | -8.8% | +61.7% |
| All | +70.1% | +73.2% | -3.2% | +61.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling