+62.8%
CNQ vs ALL
+42.7%
+20.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.9% | -10.3% | -7.3% |
| 7D | -9.4% | +7.5% | -17.0% | -9.4% |
| 30D | +2.8% | +19.7% | -17.0% | +2.8% |
| 3M | +8.5% | +2.9% | +5.6% | +7.8% |
| 6M | +6.4% | +23.5% | -17.1% | +7.5% |
| YTD | +50.9% | +31.1% | +19.8% | +54.4% |
| 1Y | +62.8% | +40.5% | +22.4% | +65.3% |
| All | +62.8% | +42.7% | +20.1% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling