+5,556.5%
CNQ vs A
+501.2%
+5,055.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.2% | -1.4% |
| 7D | +0.1% | -2.6% | +2.7% | +0.9% |
| 30D | +6.2% | -0.9% | +7.1% | +6.3% |
| 3M | +12.4% | +13.6% | -1.3% | +7.2% |
| 6M | +9.0% | +27.8% | -18.8% | -1.2% |
| YTD | +52.2% | +8.6% | +43.6% | +44.9% |
| 1Y | +65.0% | +16.9% | +48.2% | +52.5% |
| 3Y | +78.8% | +32.9% | +45.9% | +54.1% |
| 5Y | +286.0% | -14.1% | +300.1% | +277.2% |
| 10Y | +420.7% | +254.1% | +166.6% | +216.3% |
| All | +5,556.5% | +501.2% | +5,055.4% | +2,499.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 all: compounded portfolio wealth divided by compounded A 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…
all analysis · Full analysis span regression · 6 months rolling