+7.7%
GEHC vs CNQ
+113.1%
-105.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -6.7% | +0.6% | -7.3% | -6.8% |
| 30D | -12.8% | +5.8% | -18.7% | -13.8% |
| 3M | -1.4% | +13.3% | -14.6% | -3.8% |
| 6M | -9.1% | +6.9% | -16.0% | -10.9% |
| YTD | -21.6% | +53.0% | -74.5% | -30.3% |
| 1Y | -15.8% | +66.0% | -81.8% | -27.1% |
| 3Y | -2.1% | +74.3% | -76.4% | -17.8% |
| All | +7.7% | +113.1% | -105.4% | -13.5% |
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