+64.1%
CNQ vs WWD
+41.9%
+22.2%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.2% |
| 7D | +3.0% | +1.3% | +1.7% | +3.2% |
| 30D | +12.8% | -7.2% | +19.9% | +11.7% |
| 3M | +7.0% | -3.8% | +10.8% | +6.2% |
| 6M | +16.5% | -9.9% | +26.4% | +15.7% |
| YTD | +52.0% | +14.8% | +37.2% | +47.4% |
| 1Y | +64.1% | +42.1% | +22.0% | +52.6% |
| All | +64.1% | +41.9% | +22.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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