+65.0%
CNQ vs SUI
-8.0%
+73.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.6% |
| 7D | +0.1% | -4.2% | +4.3% | -0.1% |
| 30D | +6.2% | -3.3% | +9.5% | +5.9% |
| 3M | +12.4% | -8.2% | +20.6% | +11.8% |
| 6M | +9.0% | -14.5% | +23.5% | +9.2% |
| YTD | +52.2% | -5.9% | +58.1% | +50.8% |
| 1Y | +65.0% | -9.7% | +74.8% | +60.7% |
| All | +65.0% | -8.0% | +73.0% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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