+60.2%
CNQ vs AMRZ
-12.2%
+72.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.2% | -12.6% | -6.3% |
| 7D | -9.4% | +10.3% | -19.7% | -7.5% |
| 30D | +2.8% | +18.7% | -15.9% | +6.3% |
| 3M | +8.5% | -14.6% | +23.1% | +5.8% |
| 6M | +6.4% | -12.9% | +19.3% | +4.6% |
| YTD | +50.9% | -17.4% | +68.3% | +45.4% |
| All | +60.2% | -12.2% | +72.5% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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