-17.2%
DASH vs CNQ
+61.9%
-79.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -7.4% | +15.7% | +5.3% |
| 7D | +17.2% | -9.4% | +26.6% | +13.0% |
| 30D | +3.6% | +2.8% | +0.8% | +4.5% |
| 3M | -1.9% | +8.5% | -10.3% | +1.3% |
| 6M | +15.1% | +6.4% | +8.7% | +19.8% |
| YTD | -12.3% | +50.9% | -63.2% | -5.1% |
| 1Y | -17.2% | +62.8% | -80.1% | -18.0% |
| All | -17.2% | +61.9% | -79.1% | -18.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling