+415.5%
CNQ vs WY
+7.6%
+407.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +0.1% | -4.2% | +4.3% | +2.2% |
| 30D | +6.2% | -10.1% | +16.3% | +11.8% |
| 3M | +12.4% | -8.5% | +20.9% | +16.2% |
| 6M | +9.0% | -3.3% | +12.4% | +8.3% |
| YTD | +52.2% | -4.4% | +56.6% | +51.3% |
| 1Y | +65.0% | -11.5% | +76.5% | +70.2% |
| 3Y | +78.8% | -24.3% | +103.2% | +93.9% |
| 5Y | +286.0% | -21.3% | +307.3% | +297.2% |
| All | +415.5% | +7.6% | +407.9% | +338.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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