+415.5%
CNQ vs ALL
+365.1%
+50.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -0.9% |
| 7D | +0.1% | -2.3% | +2.4% | +1.3% |
| 30D | +6.2% | -0.4% | +6.6% | +6.2% |
| 3M | +12.4% | +16.0% | -3.7% | +3.0% |
| 6M | +9.0% | +24.6% | -15.6% | -4.3% |
| YTD | +52.2% | +23.7% | +28.5% | +33.0% |
| 1Y | +65.0% | +27.7% | +37.3% | +40.9% |
| 3Y | +78.8% | +150.2% | -71.4% | -5.5% |
| 5Y | +286.0% | +117.1% | +168.9% | +111.6% |
| All | +415.5% | +365.1% | +50.4% | +85.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling