+268.8%
CNQ vs SUI
-32.2%
+301.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -0.8% | -4.2% | +3.4% | +0.1% |
| 30D | +5.3% | -3.3% | +8.5% | +5.9% |
| 3M | +11.4% | -8.2% | +19.6% | +13.2% |
| 6M | +8.1% | -14.5% | +22.5% | +11.4% |
| YTD | +50.9% | -5.9% | +56.8% | +52.0% |
| 1Y | +63.6% | -9.7% | +73.3% | +66.3% |
| 3Y | +77.2% | +7.7% | +69.6% | +68.9% |
| All | +268.8% | -32.2% | +301.0% | +298.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling