+7.4%
EEM vs CNQ
+60.9%
-53.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.5% | -4.3% | -6.0% |
| 7D | -7.4% | -11.2% | +3.8% | -8.7% |
| 30D | -15.0% | +1.7% | -16.7% | -14.7% |
| 3M | -11.7% | +10.3% | -22.0% | -10.5% |
| 6M | -10.8% | +4.3% | -15.0% | -9.7% |
| YTD | +6.7% | +48.7% | -42.1% | +4.5% |
| 1Y | +7.4% | +57.9% | -50.5% | +4.8% |
| All | +7.4% | +60.9% | -53.5% | +4.8% |
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 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