+415.5%
CNQ vs CDW
+300.6%
+114.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.8% | -8.4% | -3.8% |
| 7D | +0.1% | +0.9% | -0.8% | -0.6% |
| 30D | +6.2% | +13.1% | -6.9% | -0.1% |
| 3M | +12.4% | +19.7% | -7.3% | +1.9% |
| 6M | +9.0% | +30.7% | -21.7% | -7.8% |
| YTD | +52.2% | +14.7% | +37.5% | +36.1% |
| 1Y | +65.0% | -5.3% | +70.3% | +61.2% |
| 3Y | +78.8% | -23.8% | +102.7% | +86.7% |
| 5Y | +286.0% | -16.8% | +302.8% | +269.7% |
| All | +415.5% | +300.6% | +114.9% | +201.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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