+5,649.5%
CNQ vs LII
+4,198.1%
+1,451.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.7% |
| 7D | -0.9% | +0.5% | -1.4% | -1.1% |
| 30D | +8.7% | -11.2% | +19.9% | +12.6% |
| 3M | +15.8% | -28.8% | +44.6% | +25.9% |
| 6M | +13.3% | -26.9% | +40.2% | +20.6% |
| YTD | +54.7% | -22.2% | +76.9% | +60.8% |
| 1Y | +69.5% | -32.0% | +101.5% | +83.0% |
| 3Y | +77.3% | -0.4% | +77.8% | +62.5% |
| 5Y | +290.3% | +22.4% | +267.9% | +221.9% |
| 10Y | +429.3% | +171.4% | +257.8% | +219.6% |
| All | +5,649.5% | +4,198.1% | +1,451.4% | +1,545.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling