-17.4%
GIS vs CNQ
+61.9%
-79.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -7.4% | +12.6% | +4.9% |
| 7D | +8.5% | -9.4% | +17.9% | +8.1% |
| 30D | +15.3% | +2.8% | +12.6% | +14.8% |
| 3M | +0.9% | +8.5% | -7.5% | +0.7% |
| 6M | +7.9% | +6.4% | +1.5% | +8.2% |
| YTD | -17.6% | +50.9% | -68.5% | -26.0% |
| 1Y | -17.4% | +62.8% | -80.2% | -28.2% |
| All | -17.4% | +61.9% | -79.2% | -28.2% |
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 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