+62.8%
CNQ vs IBN
+4.2%
+58.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.8% | -11.1% | -5.9% |
| 7D | -9.4% | +8.9% | -18.4% | -6.3% |
| 30D | +2.8% | +12.6% | -9.9% | +7.7% |
| 3M | +8.5% | +3.1% | +5.4% | +9.7% |
| 6M | +6.4% | +20.6% | -14.2% | +14.9% |
| YTD | +50.9% | +5.8% | +45.1% | +57.2% |
| 1Y | +62.8% | +3.7% | +59.2% | +72.7% |
| All | +62.8% | +4.2% | +58.6% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 1y: compounded portfolio wealth divided by compounded IBN 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…
1y analysis · Full analysis span regression · 6 months rolling