+46.3%
CNQ vs VIK
+225.1%
-178.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.6% |
| 7D | +0.1% | -0.9% | +1.1% | +0.1% |
| 30D | +6.2% | -18.4% | +24.6% | +7.0% |
| 3M | +12.4% | -8.8% | +21.1% | +12.4% |
| 6M | +9.0% | +17.1% | -8.1% | +5.9% |
| YTD | +52.2% | +19.0% | +33.2% | +46.6% |
| 1Y | +65.0% | +30.1% | +34.9% | +55.7% |
| All | +46.3% | +225.1% | -178.8% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling