+272.1%
CNQ vs TECK
+180.1%
+91.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | +0.1% | -3.8% | +4.0% | +1.3% |
| 30D | +6.2% | +0.7% | +5.5% | +5.6% |
| 3M | +12.4% | +4.6% | +7.8% | +9.5% |
| 6M | +9.0% | +25.1% | -16.1% | -2.2% |
| YTD | +52.2% | +39.2% | +13.0% | +29.5% |
| 1Y | +65.0% | +60.3% | +4.7% | +31.5% |
| 3Y | +78.8% | +62.9% | +15.9% | +33.5% |
| All | +272.1% | +180.1% | +91.9% | +106.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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