+134.2%
DAL vs CNQ
+426.2%
-292.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -11.1% | +6.2% | -17.3% | -13.2% |
| 3M | -2.1% | +12.4% | -14.5% | -7.1% |
| 6M | +35.8% | +9.0% | +26.8% | +28.5% |
| YTD | +16.0% | +52.2% | -36.2% | -4.3% |
| 1Y | +33.7% | +65.0% | -31.4% | +6.2% |
| 3Y | +102.3% | +78.8% | +23.4% | +51.2% |
| 5Y | +110.3% | +286.0% | -175.6% | +9.5% |
| All | +134.2% | +426.2% | -292.0% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 10y: compounded portfolio wealth divided by compounded CNQ 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…
10y analysis · Full analysis span regression · 6 months rolling