+208.4%
DOCN vs CNQ
+346.2%
-137.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | +19.8% | -0.7% | +20.5% | +20.1% |
| 30D | +8.4% | +6.7% | +1.7% | +6.0% |
| 3M | -23.6% | +12.8% | -36.4% | -27.0% |
| 6M | +111.3% | +13.3% | +98.0% | +100.2% |
| YTD | +172.3% | +53.1% | +119.3% | +129.8% |
| 1Y | +283.3% | +66.1% | +217.2% | +213.1% |
| 3Y | +388.1% | +75.4% | +312.7% | +285.6% |
| 5Y | +87.1% | +288.1% | -201.0% | +17.8% |
| All | +208.4% | +346.2% | -137.9% | +83.2% |
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