+57.9%
CNQ vs NI
+6.5%
+51.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.9% | +0.4% | -1.2% |
| 7D | -11.2% | 0.0% | -11.2% | -11.2% |
| 30D | +1.7% | +10.0% | -8.3% | -0.1% |
| 3M | +10.3% | +4.3% | +6.0% | +9.2% |
| 6M | +4.3% | -6.5% | +10.8% | +5.5% |
| YTD | +48.7% | +9.3% | +39.4% | +40.3% |
| 1Y | +57.9% | +6.4% | +51.5% | +48.8% |
| All | +57.9% | +6.5% | +51.4% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling