+78.8%
CNQ vs AG
+249.7%
-170.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.4% | -0.3% |
| 7D | +0.1% | -6.7% | +6.8% | +0.6% |
| 30D | +6.2% | +2.2% | +4.0% | +5.9% |
| 3M | +12.4% | +15.7% | -3.3% | +10.7% |
| 6M | +9.0% | -23.8% | +32.8% | +10.8% |
| YTD | +52.2% | +17.6% | +34.6% | +46.2% |
| 1Y | +65.0% | +88.6% | -23.6% | +47.9% |
| 3Y | +78.8% | +253.4% | -174.6% | +45.5% |
| All | +78.8% | +249.7% | -170.8% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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