+78.8%
CNQ vs ROIV
+222.7%
-143.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.1% | +16.9% | -16.7% | -1.8% |
| 30D | +6.2% | +12.9% | -6.7% | +4.6% |
| 3M | +12.4% | +37.3% | -24.9% | +7.8% |
| 6M | +9.0% | +38.0% | -29.0% | +4.1% |
| YTD | +52.2% | +88.1% | -35.9% | +37.2% |
| 1Y | +65.0% | +183.3% | -118.2% | +37.0% |
| 3Y | +78.8% | +254.6% | -175.8% | +38.2% |
| All | +78.8% | +222.7% | -143.8% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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