+237.5%
DOCN vs CNQ
+72.8%
+164.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.3% | -5.5% | -4.7% |
| 7D | +19.1% | +2.5% | +16.6% | +17.9% |
| 30D | -21.0% | -4.0% | -17.0% | -19.9% |
| 3M | -34.7% | +5.5% | -40.2% | -36.8% |
| 6M | -45.8% | +7.5% | -53.3% | -48.2% |
| YTD | +79.4% | +51.2% | +28.1% | +40.8% |
| 1Y | +91.0% | +57.3% | +33.7% | +46.1% |
| 3Y | +237.5% | +71.0% | +166.5% | +132.7% |
| All | +237.5% | +72.8% | +164.6% | +132.7% |
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