+78.8%
CNQ vs PODD
-24.5%
+103.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.5% | -0.5% |
| 7D | +0.1% | -10.5% | +10.6% | +0.5% |
| 30D | +6.2% | -9.0% | +15.2% | +6.5% |
| 3M | +12.4% | -11.5% | +23.9% | +12.8% |
| 6M | +9.0% | -44.7% | +53.8% | +11.5% |
| YTD | +52.2% | -53.6% | +105.8% | +57.2% |
| 1Y | +65.0% | -61.0% | +126.0% | +72.2% |
| 3Y | +78.8% | -24.7% | +103.5% | +83.9% |
| All | +78.8% | -24.5% | +103.4% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling