+447.7%
CNQ vs RUN
+48.2%
+399.5%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.8% |
| 7D | +0.6% | -6.3% | +6.9% | +1.3% |
| 30D | +5.8% | -18.3% | +24.1% | +7.9% |
| 3M | +13.3% | -35.4% | +48.7% | +17.7% |
| 6M | +6.9% | -31.4% | +38.3% | +9.4% |
| YTD | +53.0% | -54.7% | +107.7% | +61.6% |
| 1Y | +66.0% | -48.1% | +114.1% | +70.9% |
| 3Y | +74.3% | -46.3% | +120.5% | +53.8% |
| 5Y | +281.3% | -81.3% | +362.6% | +262.7% |
| 10Y | +447.7% | +50.4% | +397.4% | +189.8% |
| All | +447.7% | +48.2% | +399.5% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling