+415.5%
CNQ vs SONY
+293.1%
+122.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | +0.1% | -2.7% | +2.8% | +1.0% |
| 30D | +6.2% | +1.5% | +4.7% | +5.4% |
| 3M | +12.4% | +13.0% | -0.6% | +6.7% |
| 6M | +9.0% | +11.2% | -2.2% | +3.5% |
| YTD | +52.2% | -6.6% | +58.9% | +54.2% |
| 1Y | +65.0% | -18.1% | +83.2% | +75.3% |
| 3Y | +78.8% | +42.1% | +36.8% | +45.2% |
| 5Y | +286.0% | +11.0% | +274.9% | +240.2% |
| All | +415.5% | +293.1% | +122.4% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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