+272.1%
CNQ vs MSCI
-10.5%
+282.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.8% | -0.8% |
| 7D | +0.1% | -3.2% | +3.3% | +0.7% |
| 30D | +6.2% | -1.1% | +7.3% | +6.3% |
| 3M | +12.4% | -6.3% | +18.7% | +13.2% |
| 6M | +9.0% | +2.1% | +6.9% | +7.6% |
| YTD | +52.2% | -2.3% | +54.5% | +51.0% |
| 1Y | +65.0% | -3.9% | +68.9% | +64.0% |
| 3Y | +78.8% | +7.5% | +71.4% | +69.3% |
| All | +272.1% | -10.5% | +282.6% | +254.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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