+8.9%
GE vs CNQ
+61.9%
-53.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -7.4% | +10.1% | 0.0% |
| 7D | +9.4% | -9.4% | +18.8% | +5.6% |
| 30D | +7.5% | +2.8% | +4.8% | +8.7% |
| 3M | -12.5% | +8.5% | -21.0% | -9.6% |
| 6M | +17.8% | +6.4% | +11.4% | +22.3% |
| YTD | +7.4% | +50.9% | -43.5% | +12.9% |
| 1Y | +8.9% | +62.8% | -54.0% | +14.8% |
| All | +8.9% | +61.9% | -53.0% | +14.8% |
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 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