+415.5%
CNQ vs CASY
+453.5%
-38.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.4% | 0.0% |
| 7D | +0.1% | -18.6% | +18.7% | +5.5% |
| 30D | +6.2% | -26.6% | +32.8% | +15.1% |
| 3M | +12.4% | -32.8% | +45.1% | +24.7% |
| 6M | +9.0% | -10.0% | +19.0% | +10.2% |
| YTD | +52.2% | +11.6% | +40.6% | +43.7% |
| 1Y | +65.0% | +11.5% | +53.5% | +55.4% |
| 3Y | +78.8% | +160.7% | -81.8% | +22.6% |
| 5Y | +286.0% | +232.4% | +53.6% | +136.6% |
| All | +415.5% | +453.5% | -38.0% | +174.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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