+415.5%
CNQ vs NDAQ
+368.2%
+47.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +0.1% | -5.6% | +5.7% | +2.5% |
| 30D | +6.2% | -4.4% | +10.6% | +8.0% |
| 3M | +12.4% | +5.9% | +6.5% | +8.8% |
| 6M | +9.0% | +7.7% | +1.3% | +4.1% |
| YTD | +52.2% | -5.2% | +57.4% | +52.6% |
| 1Y | +65.0% | -3.4% | +68.4% | +63.4% |
| 3Y | +78.8% | +85.6% | -6.8% | +25.8% |
| 5Y | +286.0% | +49.5% | +236.5% | +196.9% |
| All | +415.5% | +368.2% | +47.3% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling