+78.8%
CNQ vs IDXX
+7.6%
+71.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +0.1% | -5.7% | +5.8% | +0.3% |
| 30D | +6.2% | -11.5% | +17.7% | +6.6% |
| 3M | +12.4% | -9.5% | +21.9% | +12.6% |
| 6M | +9.0% | -16.0% | +25.0% | +9.7% |
| YTD | +52.2% | -25.4% | +77.6% | +54.5% |
| 1Y | +65.0% | -21.8% | +86.8% | +66.2% |
| 3Y | +78.8% | +7.0% | +71.8% | +61.2% |
| All | +78.8% | +7.6% | +71.3% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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