+78.8%
CNQ vs RMD
+49.9%
+29.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +0.1% | -4.4% | +4.5% | +0.4% |
| 30D | +6.2% | -3.1% | +9.3% | +6.3% |
| 3M | +12.4% | +13.8% | -1.4% | +10.8% |
| 6M | +9.0% | -8.6% | +17.6% | +10.0% |
| YTD | +52.2% | -8.6% | +60.9% | +53.4% |
| 1Y | +65.0% | -19.7% | +84.7% | +69.0% |
| 3Y | +78.8% | +48.4% | +30.5% | +66.7% |
| All | +78.8% | +49.9% | +29.0% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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