+65.0%
CNQ vs AMIX
-81.9%
+146.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.6% |
| 7D | +0.1% | -4.8% | +4.9% | +0.1% |
| 30D | +6.2% | -42.0% | +48.2% | +6.2% |
| 3M | +12.4% | -46.5% | +58.9% | +9.7% |
| 6M | +9.0% | -48.2% | +57.3% | +6.7% |
| YTD | +52.2% | -62.2% | +114.4% | +48.7% |
| 1Y | +65.0% | -82.1% | +147.1% | +68.2% |
| All | +65.0% | -81.9% | +146.9% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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