+272.1%
CNQ vs DAR
-9.0%
+281.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +6.2% | +2.6% | +3.6% | +5.1% |
| 3M | +12.4% | +14.2% | -1.9% | +7.1% |
| 6M | +9.0% | +17.2% | -8.2% | +3.0% |
| YTD | +52.2% | +80.9% | -28.7% | +24.4% |
| 1Y | +65.0% | +104.0% | -38.9% | +28.5% |
| 3Y | +78.8% | +3.6% | +75.2% | +72.3% |
| All | +272.1% | -9.0% | +281.1% | +276.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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