+62.4%
DOCN vs CNQ
+278.6%
-216.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.6% | -5.6% | -6.0% |
| 7D | +9.3% | +0.1% | +9.2% | +9.3% |
| 30D | -7.8% | +6.2% | -14.0% | -9.8% |
| 3M | -29.6% | +12.4% | -42.0% | -32.8% |
| 6M | +79.0% | +9.0% | +70.0% | +71.5% |
| YTD | +155.5% | +52.2% | +103.3% | +114.2% |
| 1Y | +236.3% | +65.0% | +171.3% | +172.5% |
| 3Y | +372.0% | +78.8% | +293.1% | +265.4% |
| All | +62.4% | +278.6% | -216.2% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling