-51.1%
FIS vs CNQ
+61.9%
-112.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -7.4% | -16.3% | -22.9% |
| 7D | -18.4% | -9.4% | -9.0% | -17.7% |
| 30D | -11.4% | +2.8% | -14.1% | -9.9% |
| 3M | -32.0% | +8.5% | -40.4% | -30.5% |
| 6M | -35.6% | +6.4% | -42.0% | -34.0% |
| YTD | -53.8% | +50.9% | -104.7% | -49.7% |
| 1Y | -51.1% | +62.8% | -113.9% | -45.2% |
| All | -51.1% | +61.9% | -112.9% | -45.2% |
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