-4.4%
DASH vs CNQ
+280.1%
-284.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +3.0% | +2.1% |
| 7D | -9.4% | -0.7% | -8.8% | -9.3% |
| 30D | -5.2% | +6.7% | -11.9% | -6.4% |
| 3M | +33.1% | +12.8% | +20.3% | +29.5% |
| 6M | +18.3% | +13.3% | +5.0% | +13.9% |
| YTD | -11.2% | +53.1% | -64.3% | -21.3% |
| 1Y | -21.9% | +66.1% | -88.0% | -32.4% |
| 3Y | +144.7% | +75.4% | +69.2% | +102.4% |
| 5Y | -4.4% | +288.1% | -292.6% | -22.1% |
| All | -4.4% | +280.1% | -284.5% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling