+5,556.5%
CNQ vs WEC
+2,308.5%
+3,248.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.4% |
| 30D | +6.2% | -2.6% | +8.8% | +7.3% |
| 3M | +12.4% | -6.0% | +18.4% | +15.1% |
| 6M | +9.0% | -5.4% | +14.4% | +11.1% |
| YTD | +52.2% | +2.5% | +49.7% | +49.9% |
| 1Y | +65.0% | -0.7% | +65.8% | +64.3% |
| 3Y | +78.8% | +38.7% | +40.1% | +50.8% |
| 5Y | +286.0% | +31.7% | +254.3% | +227.7% |
| 10Y | +420.7% | +146.5% | +274.2% | +187.1% |
| All | +5,556.5% | +2,308.5% | +3,248.1% | +905.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling