+33.6%
EQT vs CNQ
+73.2%
-39.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.4% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | 0.0% | +6.2% | -6.2% | -2.6% |
| 3M | +5.9% | +12.4% | -6.4% | +0.6% |
| 6M | -14.8% | +9.0% | -23.8% | -18.4% |
| YTD | +1.8% | +52.2% | -50.4% | -15.7% |
| 1Y | +7.4% | +65.0% | -57.7% | -14.3% |
| 3Y | +33.6% | +78.8% | -45.2% | -1.9% |
| All | +33.6% | +73.2% | -39.6% | -1.9% |
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