+807.4%
FIX vs CNQ
+73.2%
+734.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.8% | +6.4% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | -2.7% | +6.2% | -8.9% | -4.2% |
| 3M | -8.2% | +12.4% | -20.6% | -10.9% |
| 6M | +20.3% | +9.0% | +11.2% | +16.7% |
| YTD | +81.4% | +52.2% | +29.2% | +55.8% |
| 1Y | +121.5% | +65.0% | +56.5% | +83.7% |
| 3Y | +807.4% | +78.8% | +728.6% | +619.8% |
| All | +807.4% | +73.2% | +734.2% | +619.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling