+62.8%
CNQ vs LII
-26.0%
+88.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.6% | -11.0% | -6.7% |
| 7D | -9.4% | +7.9% | -17.3% | -8.0% |
| 30D | +2.8% | -0.6% | +3.4% | +3.0% |
| 3M | +8.5% | -19.3% | +27.8% | +4.8% |
| 6M | +6.4% | -29.8% | +36.2% | +1.0% |
| YTD | +50.9% | -25.4% | +76.3% | +44.4% |
| 1Y | +62.8% | -26.2% | +89.0% | +56.4% |
| All | +62.8% | -26.0% | +88.8% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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