+415.5%
CNQ vs WU
-39.1%
+454.6%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.1% | -0.7% |
| 7D | +0.1% | -3.5% | +3.6% | +1.3% |
| 30D | +6.2% | -2.9% | +9.1% | +7.0% |
| 3M | +12.4% | -2.3% | +14.6% | +10.9% |
| 6M | +9.0% | -25.4% | +34.4% | +18.4% |
| YTD | +52.2% | -21.2% | +73.4% | +61.2% |
| 1Y | +65.0% | -8.9% | +73.9% | +63.3% |
| 3Y | +78.8% | -29.0% | +107.8% | +90.1% |
| 5Y | +286.0% | -50.7% | +336.7% | +375.6% |
| All | +415.5% | -39.1% | +454.6% | +516.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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