+543.5%
CIEN vs CNQ
+278.6%
+264.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.0% | +4.6% |
| 7D | +8.9% | +0.1% | +8.8% | +8.9% |
| 30D | -19.1% | +6.2% | -25.3% | -20.2% |
| 3M | -21.5% | +12.4% | -33.9% | -23.8% |
| 6M | +2.8% | +9.0% | -6.2% | +0.1% |
| YTD | +49.5% | +52.2% | -2.8% | +33.0% |
| 1Y | +163.8% | +65.0% | +98.8% | +129.0% |
| 3Y | +615.8% | +78.8% | +537.0% | +498.0% |
| All | +543.5% | +278.6% | +264.9% | +390.3% |
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