+74.5%
CNQ vs AMIX
-99.9%
+174.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +3.0% | -1.1% |
| 7D | -0.7% | -6.3% | +5.6% | -0.7% |
| 30D | +6.7% | -51.9% | +58.6% | +6.7% |
| 3M | +12.8% | -44.9% | +57.7% | +12.5% |
| 6M | +13.3% | -47.9% | +61.2% | +13.1% |
| YTD | +53.1% | -62.0% | +115.1% | +52.8% |
| 1Y | +66.1% | -82.0% | +148.1% | +65.9% |
| All | +74.5% | -99.9% | +174.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling