+79.8%
CNQ vs AFRM
+194.5%
-114.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.8% | -1.1% |
| 7D | -0.7% | -8.5% | +7.8% | -0.3% |
| 30D | +6.7% | -11.4% | +18.1% | +7.2% |
| 3M | +12.8% | +8.2% | +4.5% | +11.7% |
| 6M | +13.3% | +36.6% | -23.3% | +9.9% |
| YTD | +53.1% | -8.7% | +61.7% | +52.6% |
| 1Y | +66.1% | -19.9% | +85.9% | +66.8% |
| All | +79.8% | +194.5% | -114.6% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 3y: compounded portfolio wealth divided by compounded AFRM 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…
3y analysis · Full analysis span regression · 6 months rolling