+65.6%
CNQ vs PLTU
+129.7%
-64.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.9% |
| 7D | -0.7% | -17.7% | +17.1% | -0.1% |
| 30D | +6.7% | -12.5% | +19.2% | +7.0% |
| 3M | +12.8% | +39.5% | -26.7% | +10.6% |
| 6M | +13.3% | -7.0% | +20.3% | +12.4% |
| YTD | +53.1% | -38.1% | +91.1% | +54.0% |
| 1Y | +66.1% | -36.0% | +102.1% | +64.9% |
| All | +65.6% | +129.7% | -64.1% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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