+447.7%
CNQ vs APTV
-18.3%
+466.1%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | +0.6% | -6.6% | +7.2% | +3.1% |
| 30D | +5.8% | -9.6% | +15.5% | +9.5% |
| 3M | +13.3% | -34.2% | +47.5% | +30.5% |
| 6M | +6.9% | -36.5% | +43.4% | +22.4% |
| YTD | +53.0% | -41.1% | +94.1% | +79.0% |
| 1Y | +66.0% | -45.9% | +111.9% | +100.0% |
| 3Y | +74.3% | -56.2% | +130.5% | +117.4% |
| 5Y | +281.3% | -70.1% | +351.4% | +437.2% |
| 10Y | +447.7% | -19.1% | +466.8% | +402.6% |
| All | +447.7% | -18.3% | +466.1% | +402.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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