+3,865.0%
DHR vs CNQ
+5,432.5%
-1,567.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.9% |
| 3M | +10.9% | +12.4% | -1.4% | +8.1% |
| 6M | +3.0% | +9.0% | -6.0% | +0.5% |
| YTD | -12.2% | +52.2% | -64.4% | -20.0% |
| 1Y | +3.3% | +65.0% | -61.7% | -7.5% |
| 3Y | -8.2% | +78.8% | -87.0% | -20.2% |
| 5Y | -29.9% | +286.0% | -315.9% | -48.6% |
| 10Y | +208.5% | +420.7% | -212.2% | +90.7% |
| All | +3,865.0% | +5,432.5% | -1,567.5% | +1,335.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling