+8.3%
DIS vs CNQ
+61.9%
-53.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -7.4% | +11.6% | +2.8% |
| 7D | +9.1% | -9.4% | +18.5% | +7.3% |
| 30D | +14.8% | +2.8% | +12.1% | +15.2% |
| 3M | +21.2% | +8.5% | +12.7% | +22.7% |
| 6M | +18.3% | +6.4% | +11.9% | +19.5% |
| YTD | +5.4% | +50.9% | -45.5% | +1.0% |
| 1Y | +8.3% | +62.8% | -54.6% | +1.1% |
| All | +8.3% | +61.9% | -53.6% | +1.1% |
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