+57.9%
CNQ vs TRU
+4.5%
+53.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.3% |
| 7D | -11.2% | +9.8% | -21.0% | -10.1% |
| 30D | +1.7% | +30.7% | -29.0% | +5.3% |
| 3M | +10.3% | +3.8% | +6.5% | +10.4% |
| 6M | +4.3% | +21.9% | -17.6% | +7.5% |
| YTD | +48.7% | -2.8% | +51.5% | +52.5% |
| 1Y | +57.9% | +4.8% | +53.1% | +60.3% |
| All | +57.9% | +4.5% | +53.4% | +60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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