+272.1%
CNQ vs APTV
-69.3%
+341.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +0.1% | -5.0% | +5.1% | +1.1% |
| 30D | +6.2% | -6.1% | +12.3% | +7.3% |
| 3M | +12.4% | -33.0% | +45.4% | +21.0% |
| 6M | +9.0% | -35.2% | +44.3% | +17.5% |
| YTD | +52.2% | -40.1% | +92.4% | +66.4% |
| 1Y | +65.0% | -45.6% | +110.6% | +84.3% |
| 3Y | +78.8% | -54.4% | +133.2% | +102.6% |
| All | +272.1% | -69.3% | +341.4% | +339.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling