+5,556.5%
CNQ vs IBN
+1,738.3%
+3,818.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.4% | -1.1% |
| 7D | +0.1% | -3.0% | +3.1% | +1.0% |
| 30D | +6.2% | -1.5% | +7.7% | +6.6% |
| 3M | +12.4% | +7.9% | +4.4% | +9.5% |
| 6M | +9.0% | +8.6% | +0.4% | +5.4% |
| YTD | +52.2% | -0.6% | +52.8% | +50.5% |
| 1Y | +65.0% | -7.3% | +72.4% | +66.5% |
| 3Y | +78.8% | +26.2% | +52.6% | +62.3% |
| 5Y | +286.0% | +57.8% | +228.1% | +222.9% |
| 10Y | +420.7% | +319.5% | +101.2% | +217.3% |
| All | +5,556.5% | +1,738.3% | +3,818.3% | +2,205.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling