+415.5%
CNQ vs NI
+143.3%
+272.2%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | 0.0% | +0.1% | +0.1% |
| 30D | +6.2% | -1.4% | +7.6% | +6.8% |
| 3M | +12.4% | -10.6% | +22.9% | +17.4% |
| 6M | +9.0% | -9.3% | +18.3% | +12.9% |
| YTD | +52.2% | +1.1% | +51.1% | +50.5% |
| 1Y | +65.0% | +3.4% | +61.7% | +61.2% |
| 3Y | +78.8% | +67.9% | +11.0% | +37.7% |
| 5Y | +286.0% | +98.0% | +188.0% | +172.5% |
| All | +415.5% | +143.3% | +272.2% | +272.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling