+415.5%
CNQ vs IBB
+125.5%
+290.0%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.1% | -4.2% | +4.4% | +2.2% |
| 30D | +6.2% | +1.1% | +5.1% | +5.3% |
| 3M | +12.4% | +19.0% | -6.7% | +2.3% |
| 6M | +9.0% | +18.9% | -9.8% | -1.6% |
| YTD | +52.2% | +20.3% | +31.9% | +35.9% |
| 1Y | +65.0% | +41.5% | +23.6% | +34.4% |
| 3Y | +78.8% | +60.3% | +18.6% | +33.0% |
| 5Y | +286.0% | +18.7% | +267.3% | +239.1% |
| All | +415.5% | +125.5% | +290.0% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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