-63.6%
DOCS vs CNQ
+66.7%
-130.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.1% | +3.4% |
| 7D | -2.9% | +0.1% | -3.0% | -2.9% |
| 30D | +2.4% | +6.2% | -3.8% | +4.2% |
| 3M | +27.8% | +12.4% | +15.4% | +33.1% |
| 6M | +3.8% | +9.0% | -5.2% | +8.2% |
| YTD | -42.2% | +52.2% | -94.4% | -33.8% |
| 1Y | -63.6% | +65.0% | -128.6% | -58.5% |
| All | -63.6% | +66.7% | -130.3% | -58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling