+57.9%
CNQ vs VIK
+51.4%
+6.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.5% | +4.0% | -2.7% |
| 7D | -11.2% | -3.8% | -7.4% | -11.7% |
| 30D | +1.7% | +5.5% | -3.8% | +3.2% |
| 3M | +10.3% | -20.4% | +30.7% | +4.9% |
| 6M | +4.3% | +5.4% | -1.2% | +6.4% |
| YTD | +48.7% | +20.7% | +28.1% | +54.5% |
| 1Y | +57.9% | +50.7% | +7.2% | +61.1% |
| All | +57.9% | +51.4% | +6.5% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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