+57.9%
CNQ vs ITUB
+10.1%
+47.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.4% |
| 7D | -11.2% | -1.0% | -10.2% | -11.2% |
| 30D | +1.7% | -28.1% | +29.9% | +0.1% |
| 3M | +10.3% | -11.1% | +21.4% | +10.7% |
| 6M | +4.3% | -14.0% | +18.2% | +4.5% |
| YTD | +48.7% | +4.1% | +44.7% | +46.6% |
| 1Y | +57.9% | +8.5% | +49.4% | +55.4% |
| All | +57.9% | +10.1% | +47.8% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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