+5,556.5%
CNQ vs HIG
+275.1%
+5,281.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.5% |
| 7D | +0.1% | -1.5% | +1.6% | +0.4% |
| 30D | +6.2% | -0.4% | +6.6% | +6.2% |
| 3M | +12.4% | +6.7% | +5.7% | +10.6% |
| 6M | +9.0% | +2.0% | +7.1% | +8.1% |
| YTD | +52.2% | +0.3% | +51.9% | +51.4% |
| 1Y | +65.0% | +4.2% | +60.8% | +62.4% |
| 3Y | +78.8% | +102.2% | -23.4% | +49.9% |
| 5Y | +286.0% | +118.5% | +167.5% | +217.8% |
| 10Y | +420.7% | +311.1% | +109.6% | +274.9% |
| All | +5,556.5% | +275.1% | +5,281.5% | +3,353.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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