-2.0%
FISV vs CNQ
+60.9%
-62.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +0.9% |
| 7D | +29.4% | -11.2% | +40.6% | +27.9% |
| 30D | +38.0% | +1.7% | +36.2% | +37.5% |
| 3M | +15.9% | +10.3% | +5.6% | +16.1% |
| 6M | +9.5% | +4.3% | +5.3% | +9.5% |
| YTD | -6.6% | +48.7% | -55.3% | -5.5% |
| 1Y | -2.0% | +57.9% | -59.9% | -2.2% |
| All | -2.0% | +60.9% | -62.9% | -2.2% |
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