+33.2%
DIS vs CNQ
+73.2%
-40.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.8% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | +3.2% | +6.2% | -3.0% | +2.4% |
| 3M | +7.0% | +12.4% | -5.4% | +5.2% |
| 6M | +6.4% | +9.0% | -2.6% | +4.4% |
| YTD | -5.6% | +52.2% | -57.8% | -14.5% |
| 1Y | -7.7% | +65.0% | -72.7% | -18.2% |
| 3Y | +33.2% | +78.8% | -45.7% | +13.3% |
| All | +33.2% | +73.2% | -40.1% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling