+272.1%
CNQ vs ROIV
+308.6%
-36.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.1% | +16.9% | -16.7% | -0.8% |
| 30D | +6.2% | +12.9% | -6.7% | +5.4% |
| 3M | +12.4% | +37.3% | -24.9% | +10.3% |
| 6M | +9.0% | +38.0% | -29.0% | +6.8% |
| YTD | +52.2% | +88.1% | -35.9% | +46.1% |
| 1Y | +65.0% | +183.3% | -118.2% | +54.4% |
| 3Y | +78.8% | +254.6% | -175.8% | +63.8% |
| All | +272.1% | +308.6% | -36.5% | +216.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling