+57.9%
CNQ vs SHAK
-26.3%
+84.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.7% | -1.8% |
| 7D | -11.2% | -1.0% | -10.2% | -11.2% |
| 30D | +1.7% | +8.1% | -6.4% | +2.4% |
| 3M | +10.3% | -6.1% | +16.4% | +9.9% |
| 6M | +4.3% | -27.7% | +32.0% | +3.8% |
| YTD | +48.7% | -14.0% | +62.7% | +51.9% |
| 1Y | +57.9% | -27.1% | +85.0% | +62.4% |
| All | +57.9% | -26.3% | +84.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling