+272.1%
CNQ vs IBB
+18.1%
+254.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +0.1% | -4.2% | +4.4% | +1.2% |
| 30D | +6.2% | +1.1% | +5.1% | +5.7% |
| 3M | +12.4% | +19.0% | -6.7% | +6.8% |
| 6M | +9.0% | +18.9% | -9.8% | +3.2% |
| YTD | +52.2% | +20.3% | +31.9% | +43.1% |
| 1Y | +65.0% | +41.5% | +23.6% | +46.4% |
| 3Y | +78.8% | +60.3% | +18.6% | +49.5% |
| All | +272.1% | +18.1% | +254.0% | +217.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling