+2.0%
FISV vs CNQ
+426.2%
-424.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.5% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | 0.0% | +6.2% | -6.2% | -1.4% |
| 3M | -2.8% | +12.4% | -15.2% | -5.6% |
| 6M | -11.8% | +9.0% | -20.9% | -14.2% |
| YTD | -23.2% | +52.2% | -75.4% | -30.9% |
| 1Y | -62.0% | +65.0% | -127.0% | -66.7% |
| 3Y | -57.6% | +78.8% | -136.5% | -64.3% |
| 5Y | -53.4% | +286.0% | -339.4% | -68.3% |
| All | +2.0% | +426.2% | -424.2% | -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 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