+78.8%
CNQ vs IBB
+61.1%
+17.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.1% | -4.2% | +4.4% | +1.0% |
| 30D | +6.2% | +1.1% | +5.1% | +5.8% |
| 3M | +12.4% | +19.0% | -6.7% | +7.7% |
| 6M | +9.0% | +18.9% | -9.8% | +4.2% |
| YTD | +52.2% | +20.3% | +31.9% | +44.4% |
| 1Y | +65.0% | +41.5% | +23.6% | +46.8% |
| 3Y | +78.8% | +60.3% | +18.6% | +48.1% |
| All | +78.8% | +61.1% | +17.8% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling