+14.4%
FIX vs CNQ
+61.9%
-47.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -7.4% | -7.7% | -15.0% |
| 7D | -18.9% | -9.4% | -9.5% | -19.0% |
| 30D | -36.3% | +2.8% | -39.0% | -35.5% |
| 3M | -38.5% | +8.5% | -47.0% | -37.4% |
| 6M | -42.3% | +6.4% | -48.7% | -40.9% |
| YTD | +17.1% | +50.9% | -33.8% | +22.6% |
| 1Y | +14.4% | +62.8% | -48.4% | +21.2% |
| All | +14.4% | +61.9% | -47.5% | +21.2% |
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