+415.5%
CNQ vs GEN
+159.8%
+255.7%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.7% |
| 7D | +0.1% | -1.3% | +1.4% | +0.3% |
| 30D | +6.2% | +6.1% | +0.1% | +4.9% |
| 3M | +12.4% | +27.0% | -14.6% | +6.8% |
| 6M | +9.0% | +43.9% | -34.8% | +0.4% |
| YTD | +52.2% | +13.0% | +39.2% | +47.1% |
| 1Y | +65.0% | +4.0% | +61.0% | +62.2% |
| 3Y | +78.8% | +66.2% | +12.7% | +56.8% |
| 5Y | +286.0% | +23.2% | +262.8% | +251.7% |
| All | +415.5% | +159.8% | +255.7% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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