+272.1%
CNQ vs WY
-22.2%
+294.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | +0.1% | -4.2% | +4.3% | +1.4% |
| 30D | +6.2% | -10.1% | +16.3% | +9.5% |
| 3M | +12.4% | -8.5% | +20.9% | +14.7% |
| 6M | +9.0% | -3.3% | +12.4% | +8.4% |
| YTD | +52.2% | -4.4% | +56.6% | +51.3% |
| 1Y | +65.0% | -11.5% | +76.5% | +68.7% |
| 3Y | +78.8% | -24.3% | +103.2% | +90.0% |
| All | +272.1% | -22.2% | +294.3% | +277.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling