+62.8%
CNQ vs WEC
+9.7%
+53.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +2.3% | -9.7% | -7.6% |
| 7D | -9.4% | +6.9% | -16.3% | -10.2% |
| 30D | +2.8% | +16.6% | -13.8% | +0.5% |
| 3M | +8.5% | +9.1% | -0.6% | +7.1% |
| 6M | +6.4% | +3.2% | +3.2% | +6.6% |
| YTD | +50.9% | +14.9% | +36.0% | +42.1% |
| 1Y | +62.8% | +9.2% | +53.6% | +53.8% |
| All | +62.8% | +9.7% | +53.2% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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