+415.5%
CNQ vs ACWI
+233.9%
+181.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.6% |
| 7D | +0.1% | -1.0% | +1.1% | +1.3% |
| 30D | +6.2% | -0.9% | +7.1% | +7.1% |
| 3M | +12.4% | +3.5% | +8.9% | +6.9% |
| 6M | +9.0% | +12.8% | -3.8% | -8.3% |
| YTD | +52.2% | +14.0% | +38.2% | +25.9% |
| 1Y | +65.0% | +19.2% | +45.9% | +28.6% |
| 3Y | +78.8% | +75.1% | +3.7% | -17.4% |
| 5Y | +286.0% | +68.6% | +217.4% | +86.2% |
| All | +415.5% | +233.9% | +181.6% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 10y: compounded portfolio wealth divided by compounded ACWI 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…
10y analysis · Full analysis span regression · 6 months rolling