+203.8%
DHR vs CNQ
+426.2%
-222.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -2.7% | +6.2% | -8.9% | -3.5% |
| 3M | +10.9% | +12.4% | -1.4% | +9.1% |
| 6M | +3.0% | +9.0% | -6.0% | +1.4% |
| YTD | -12.2% | +52.2% | -64.4% | -17.7% |
| 1Y | +3.3% | +65.0% | -61.7% | -4.3% |
| 3Y | -8.2% | +78.8% | -87.0% | -16.8% |
| 5Y | -29.9% | +286.0% | -315.9% | -42.6% |
| All | +203.8% | +426.2% | -222.4% | +122.7% |
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