+272.1%
CNQ vs SMTC
+122.8%
+149.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.6% | -1.0% |
| 7D | +0.1% | +13.1% | -13.0% | -0.9% |
| 30D | +6.2% | +19.5% | -13.3% | +4.3% |
| 3M | +12.4% | +2.2% | +10.1% | +11.2% |
| 6M | +9.0% | +94.9% | -85.9% | +0.8% |
| YTD | +52.2% | +127.0% | -74.7% | +37.9% |
| 1Y | +65.0% | +174.6% | -109.5% | +45.6% |
| 3Y | +78.8% | +615.9% | -537.1% | +29.5% |
| All | +272.1% | +122.8% | +149.3% | +218.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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