+6,577.3%
FIX vs CNQ
+426.2%
+6,151.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.8% | +6.5% |
| 7D | +5.0% | +0.1% | +4.9% | +4.9% |
| 30D | -2.7% | +6.2% | -8.9% | -4.7% |
| 3M | -8.2% | +12.4% | -20.6% | -12.3% |
| 6M | +20.3% | +9.0% | +11.2% | +15.1% |
| YTD | +81.4% | +52.2% | +29.2% | +53.5% |
| 1Y | +121.5% | +65.0% | +56.5% | +81.6% |
| 3Y | +807.4% | +78.8% | +728.6% | +610.0% |
| 5Y | +2,306.7% | +286.0% | +2,020.8% | +1,282.5% |
| All | +6,577.3% | +426.2% | +6,151.1% | +2,870.2% |
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