+415.5%
CNQ vs WWD
+498.2%
-82.7%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -1.1% |
| 7D | +0.1% | -2.6% | +2.7% | +1.2% |
| 30D | +6.2% | -6.9% | +13.1% | +9.2% |
| 3M | +12.4% | -13.0% | +25.4% | +17.5% |
| 6M | +9.0% | -12.5% | +21.5% | +11.1% |
| YTD | +52.2% | +11.8% | +40.4% | +36.3% |
| 1Y | +65.0% | +41.1% | +24.0% | +30.2% |
| 3Y | +78.8% | +163.1% | -84.2% | -3.2% |
| 5Y | +286.0% | +187.6% | +98.3% | +90.4% |
| All | +415.5% | +498.2% | -82.7% | +85.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling