+25.0%
FLEX vs CNQ
+61.9%
-36.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -7.4% | -4.9% | -13.9% |
| 7D | -17.0% | -9.4% | -7.5% | -19.0% |
| 30D | -33.8% | +2.8% | -36.6% | -32.6% |
| 3M | -39.0% | +8.5% | -47.5% | -36.7% |
| 6M | -15.9% | +6.4% | -22.3% | -12.3% |
| YTD | +27.8% | +50.9% | -23.1% | +24.5% |
| 1Y | +25.0% | +62.8% | -37.9% | +18.6% |
| All | +25.0% | +61.9% | -36.9% | +18.6% |
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