+611.1%
CNQ vs UUUU
-92.8%
+704.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | 0.0% |
| 7D | +0.1% | -10.5% | +10.6% | +1.4% |
| 30D | +6.2% | -10.5% | +16.7% | +7.3% |
| 3M | +12.4% | -14.1% | +26.5% | +13.4% |
| 6M | +9.0% | -35.5% | +44.5% | +12.4% |
| YTD | +52.2% | -10.9% | +63.1% | +48.7% |
| 1Y | +65.0% | +3.4% | +61.7% | +55.3% |
| 3Y | +78.8% | +73.1% | +5.7% | +51.1% |
| 5Y | +286.0% | +87.1% | +198.8% | +211.0% |
| 10Y | +420.7% | +463.0% | -42.3% | +234.6% |
| All | +611.1% | -92.8% | +704.0% | +404.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 all: compounded portfolio wealth divided by compounded UUUU 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…
all analysis · Full analysis span regression · 6 months rolling