+955.3%
CNQ vs HBM
+589.9%
+365.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | +0.1% | -3.3% | +3.4% | +1.0% |
| 30D | +6.2% | -4.8% | +11.0% | +7.2% |
| 3M | +12.4% | -0.4% | +12.8% | +10.2% |
| 6M | +9.0% | +17.9% | -8.9% | -2.3% |
| YTD | +52.2% | +33.7% | +18.5% | +28.3% |
| 1Y | +65.0% | +95.6% | -30.6% | +20.3% |
| 3Y | +78.8% | +458.1% | -379.3% | -15.6% |
| 5Y | +286.0% | +329.0% | -43.0% | +85.3% |
| 10Y | +420.7% | +588.2% | -167.5% | +64.2% |
| All | +955.3% | +589.9% | +365.4% | +123.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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