+5,587.9%
CNQ vs GEN
+1,258.2%
+4,329.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -0.7% | -4.3% | +3.7% | +0.2% |
| 30D | +6.7% | +3.8% | +2.9% | +5.7% |
| 3M | +12.8% | +22.3% | -9.5% | +7.5% |
| 6M | +13.3% | +39.0% | -25.6% | +4.3% |
| YTD | +53.1% | +11.9% | +41.2% | +47.2% |
| 1Y | +66.1% | +4.5% | +61.5% | +61.9% |
| 3Y | +75.4% | +59.0% | +16.4% | +53.9% |
| 5Y | +288.1% | +22.0% | +266.1% | +253.4% |
| 10Y | +423.6% | +155.0% | +268.6% | +286.1% |
| All | +5,587.9% | +1,258.2% | +4,329.8% | +3,218.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling