-55.8%
FIG vs CNQ
+65.4%
-121.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.0% | -4.3% |
| 7D | -16.3% | +3.0% | -19.3% | -16.3% |
| 30D | -14.3% | +12.8% | -27.1% | -14.2% |
| 3M | +7.2% | +7.0% | +0.1% | +6.9% |
| 6M | -18.6% | +16.5% | -35.1% | -19.1% |
| YTD | -35.5% | +52.0% | -87.5% | -37.0% |
| 1Y | -55.8% | +64.1% | -119.9% | -57.7% |
| All | -55.8% | +65.4% | -121.2% | -57.7% |
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