+78.8%
CNQ vs HRB
+25.9%
+53.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.6% |
| 7D | +0.1% | -8.0% | +8.1% | +0.1% |
| 30D | +6.2% | -16.0% | +22.2% | +6.2% |
| 3M | +12.4% | +26.9% | -14.5% | +12.0% |
| 6M | +9.0% | +51.1% | -42.1% | +8.3% |
| YTD | +52.2% | +7.1% | +45.2% | +52.6% |
| 1Y | +65.0% | -9.6% | +74.6% | +67.1% |
| 3Y | +78.8% | +25.4% | +53.4% | +62.6% |
| All | +78.8% | +25.9% | +53.0% | +62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling