+415.5%
CNQ vs WEC
+146.6%
+268.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +6.2% | -2.6% | +8.8% | +6.7% |
| 3M | +12.4% | -6.0% | +18.4% | +13.6% |
| 6M | +9.0% | -5.4% | +14.4% | +10.0% |
| YTD | +52.2% | +2.5% | +49.7% | +51.2% |
| 1Y | +65.0% | -0.7% | +65.8% | +64.8% |
| 3Y | +78.8% | +38.7% | +40.1% | +65.3% |
| 5Y | +286.0% | +31.7% | +254.3% | +259.6% |
| All | +415.5% | +146.6% | +268.9% | +394.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling