+415.5%
CNQ vs AEIS
+562.2%
-146.7%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.9% |
| 7D | +0.1% | +2.3% | -2.1% | -0.6% |
| 30D | +6.2% | -14.8% | +21.0% | +10.4% |
| 3M | +12.4% | -15.6% | +28.0% | +14.7% |
| 6M | +9.0% | -8.7% | +17.7% | +6.0% |
| YTD | +52.2% | +37.3% | +14.9% | +28.1% |
| 1Y | +65.0% | +80.3% | -15.3% | +24.8% |
| 3Y | +78.8% | +177.9% | -99.1% | +10.5% |
| 5Y | +286.0% | +235.8% | +50.2% | +112.4% |
| All | +415.5% | +562.2% | -146.7% | +114.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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