+409.3%
DOCN vs CNQ
+76.1%
+333.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.9% | +3.8% | +4.4% |
| 7D | +26.5% | -0.9% | +27.4% | +27.0% |
| 30D | +2.3% | +8.7% | -6.4% | -1.3% |
| 3M | -21.2% | +15.8% | -37.0% | -26.2% |
| 6M | +130.6% | +13.3% | +117.4% | +115.7% |
| YTD | +175.7% | +54.7% | +121.0% | +120.9% |
| 1Y | +286.6% | +69.5% | +217.0% | +194.0% |
| All | +409.3% | +76.1% | +333.2% | +264.8% |
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