+408.7%
CNQ vs EXE
+182.2%
+226.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.6% | +0.5% |
| 7D | +0.1% | -3.1% | +3.3% | +1.7% |
| 30D | +6.2% | -0.9% | +7.1% | +6.7% |
| 3M | +12.4% | +9.6% | +2.8% | +7.2% |
| 6M | +9.0% | -11.6% | +20.6% | +15.7% |
| YTD | +52.2% | -12.6% | +64.8% | +61.3% |
| 1Y | +65.0% | +1.2% | +63.9% | +60.9% |
| 3Y | +78.8% | +18.0% | +60.8% | +56.0% |
| 5Y | +286.0% | +101.1% | +184.9% | +148.2% |
| All | +408.7% | +182.2% | +226.5% | +173.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 all: compounded portfolio wealth divided by compounded EXE 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…
all analysis · Full analysis span regression · 6 months rolling