+272.1%
CNQ vs URI
+198.7%
+73.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.1% | -2.1% | +2.2% | +0.6% |
| 30D | +6.2% | -12.4% | +18.6% | +9.7% |
| 3M | +12.4% | -7.3% | +19.6% | +13.8% |
| 6M | +9.0% | +27.2% | -18.2% | -0.3% |
| YTD | +52.2% | +23.0% | +29.3% | +38.8% |
| 1Y | +65.0% | +3.9% | +61.1% | +58.4% |
| 3Y | +78.8% | +121.6% | -42.8% | +23.4% |
| All | +272.1% | +198.7% | +73.4% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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