+78.8%
CNQ vs WEC
+39.2%
+39.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | +0.1% | -0.6% | +0.7% | +0.2% |
| 30D | +6.2% | -2.6% | +8.8% | +6.5% |
| 3M | +12.4% | -6.0% | +18.4% | +13.0% |
| 6M | +9.0% | -5.4% | +14.4% | +9.5% |
| YTD | +52.2% | +2.5% | +49.7% | +51.6% |
| 1Y | +65.0% | -0.7% | +65.8% | +64.7% |
| 3Y | +78.8% | +38.7% | +40.1% | +63.9% |
| All | +78.8% | +39.2% | +39.7% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling