+272.1%
CNQ vs NDAQ
+49.0%
+223.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +0.1% | -5.6% | +5.7% | +1.6% |
| 30D | +6.2% | -4.4% | +10.6% | +7.4% |
| 3M | +12.4% | +5.9% | +6.5% | +10.1% |
| 6M | +9.0% | +7.7% | +1.3% | +5.7% |
| YTD | +52.2% | -5.2% | +57.4% | +53.1% |
| 1Y | +65.0% | -3.4% | +68.4% | +64.5% |
| 3Y | +78.8% | +85.6% | -6.8% | +35.9% |
| All | +272.1% | +49.0% | +223.0% | +202.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling