+60.2%
CNQ vs XHB
+4.7%
+55.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +5.4% | -12.8% | -5.4% |
| 7D | -9.4% | +9.7% | -19.2% | -6.2% |
| 30D | +2.8% | +11.7% | -8.9% | +7.1% |
| 3M | +8.5% | -1.4% | +9.8% | +8.6% |
| 6M | +6.4% | +6.8% | -0.4% | +9.3% |
| YTD | +50.9% | +5.5% | +45.4% | +56.8% |
| All | +60.2% | +4.7% | +55.5% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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