+78.8%
CNQ vs XME
+122.1%
-43.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | +0.1% | -4.2% | +4.3% | +1.3% |
| 30D | +6.2% | -2.7% | +8.9% | +6.8% |
| 3M | +12.4% | -3.9% | +16.3% | +13.3% |
| 6M | +9.0% | -1.0% | +10.0% | +7.8% |
| YTD | +52.2% | +9.8% | +42.4% | +42.7% |
| 1Y | +65.0% | +32.5% | +32.5% | +39.0% |
| 3Y | +78.8% | +124.3% | -45.5% | +7.5% |
| All | +78.8% | +122.1% | -43.2% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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