+4,330.7%
CNQ vs NDAQ
+2,185.3%
+2,145.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | -0.8% | -5.9% | +5.1% | +1.4% |
| 30D | +5.3% | -4.7% | +9.9% | +7.0% |
| 3M | +11.4% | +5.5% | +5.9% | +8.5% |
| 6M | +8.1% | +7.4% | +0.7% | +4.1% |
| YTD | +50.9% | -5.5% | +56.3% | +51.2% |
| 1Y | +63.6% | -3.7% | +67.3% | +62.3% |
| 3Y | +77.2% | +85.0% | -7.7% | +36.4% |
| 5Y | +282.5% | +49.0% | +233.6% | +214.8% |
| 10Y | +416.1% | +364.8% | +51.3% | +179.9% |
| All | +4,330.7% | +2,185.3% | +2,145.4% | +1,588.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling