+110.1%
DELL vs CNQ
+60.9%
+49.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -1.5% | -13.4% | -14.9% |
| 7D | -33.4% | -11.2% | -22.2% | -33.5% |
| 30D | -44.7% | +1.7% | -46.4% | -44.1% |
| 3M | -31.4% | +10.3% | -41.7% | -30.6% |
| 6M | +46.9% | +4.3% | +42.7% | +49.6% |
| YTD | +154.4% | +48.7% | +105.7% | +140.0% |
| 1Y | +110.1% | +57.9% | +52.2% | +103.1% |
| All | +110.1% | +60.9% | +49.2% | +103.1% |
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 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