+160.0%
EXPE vs CNQ
+426.2%
-266.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -5.8% | +0.1% | -5.9% | -5.8% |
| 30D | -13.6% | +6.2% | -19.8% | -15.5% |
| 3M | +25.2% | +12.4% | +12.8% | +19.3% |
| 6M | +22.3% | +9.0% | +13.3% | +16.4% |
| YTD | -0.3% | +52.2% | -52.5% | -16.1% |
| 1Y | +27.8% | +65.0% | -37.2% | +4.0% |
| 3Y | +162.4% | +78.8% | +83.6% | +101.5% |
| 5Y | +95.8% | +286.0% | -190.1% | +9.2% |
| All | +160.0% | +426.2% | -266.2% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling