+5,184.1%
CNQ vs IBB
+540.8%
+4,643.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | -0.9% | -3.9% | +3.0% | +1.0% |
| 30D | +8.7% | +2.7% | +5.9% | +6.9% |
| 3M | +15.8% | +21.4% | -5.5% | +4.7% |
| 6M | +13.3% | +20.1% | -6.8% | +2.0% |
| YTD | +54.7% | +21.9% | +32.8% | +37.9% |
| 1Y | +69.5% | +44.1% | +25.4% | +38.6% |
| 3Y | +77.3% | +63.4% | +14.0% | +33.9% |
| 5Y | +290.3% | +19.8% | +270.6% | +237.6% |
| 10Y | +429.3% | +127.0% | +302.3% | +230.1% |
| All | +5,184.1% | +540.8% | +4,643.4% | +1,493.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling