+65.0%
CNQ vs IVZ
+49.7%
+15.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -0.4% |
| 7D | +0.1% | -2.4% | +2.5% | -0.2% |
| 30D | +6.2% | +3.0% | +3.2% | +6.6% |
| 3M | +12.4% | +14.9% | -2.5% | +14.2% |
| 6M | +9.0% | +36.7% | -27.7% | +13.4% |
| YTD | +52.2% | +25.7% | +26.5% | +57.6% |
| 1Y | +65.0% | +47.7% | +17.3% | +71.6% |
| All | +65.0% | +49.7% | +15.3% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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