+272.1%
CNQ vs LII
+19.1%
+253.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | +0.1% | -6.3% | +6.4% | +0.7% |
| 30D | +6.2% | -13.0% | +19.2% | +7.5% |
| 3M | +12.4% | -29.0% | +41.4% | +15.2% |
| 6M | +9.0% | -27.7% | +36.7% | +11.0% |
| YTD | +52.2% | -24.2% | +76.4% | +53.3% |
| 1Y | +65.0% | -34.8% | +99.8% | +70.5% |
| 3Y | +78.8% | -4.2% | +83.1% | +70.0% |
| All | +272.1% | +19.1% | +253.0% | +237.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling