+78.8%
CNQ vs XHB
+23.1%
+55.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.7% |
| 7D | +0.1% | -4.6% | +4.8% | +0.5% |
| 30D | +6.2% | -9.1% | +15.3% | +7.1% |
| 3M | +12.4% | -8.6% | +20.9% | +12.9% |
| 6M | +9.0% | -4.0% | +13.0% | +8.2% |
| YTD | +52.2% | -3.9% | +56.2% | +50.7% |
| 1Y | +65.0% | -16.5% | +81.5% | +69.9% |
| 3Y | +78.8% | +22.6% | +56.3% | +61.9% |
| All | +78.8% | +23.1% | +55.8% | +61.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling