-44.8%
CHTR vs CNQ
+66.7%
-111.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.7% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -3.0% | +6.2% | -9.2% | -3.2% |
| 3M | +4.8% | +12.4% | -7.6% | +4.1% |
| 6M | -35.0% | +9.0% | -44.0% | -35.5% |
| YTD | -30.2% | +52.2% | -82.4% | -31.9% |
| 1Y | -44.8% | +65.0% | -109.8% | -45.9% |
| All | -44.8% | +66.7% | -111.5% | -45.9% |
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 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