+5,556.5%
CNQ vs NVS
+805.7%
+4,750.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.4% |
| 7D | +0.1% | -14.3% | +14.4% | +7.7% |
| 30D | +6.2% | -10.0% | +16.2% | +11.0% |
| 3M | +12.4% | -10.9% | +23.3% | +17.8% |
| 6M | +9.0% | -12.0% | +21.0% | +14.1% |
| YTD | +52.2% | +2.5% | +49.7% | +45.8% |
| 1Y | +65.0% | +10.7% | +54.4% | +50.4% |
| 3Y | +78.8% | +53.3% | +25.5% | +31.5% |
| 5Y | +286.0% | +93.6% | +192.4% | +142.2% |
| 10Y | +420.7% | +180.6% | +240.2% | +162.8% |
| All | +5,556.5% | +805.7% | +4,750.8% | +1,761.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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