+64.1%
CNQ vs XHB
-9.3%
+73.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.0% |
| 7D | +3.0% | -1.3% | +4.3% | +2.6% |
| 30D | +12.8% | -6.9% | +19.6% | +10.3% |
| 3M | +7.0% | -1.3% | +8.3% | +6.9% |
| 6M | +16.5% | -6.8% | +23.3% | +18.7% |
| YTD | +52.0% | +0.7% | +51.3% | +55.7% |
| 1Y | +64.1% | -11.2% | +75.3% | +61.0% |
| All | +64.1% | -9.3% | +73.4% | +61.0% |
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