+35.6%
GM vs CNQ
+63.2%
-27.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -7.4% | +12.0% | +3.0% |
| 7D | +12.1% | -9.4% | +21.5% | +9.9% |
| 30D | +15.2% | +2.8% | +12.5% | +15.6% |
| 3M | +4.9% | +8.5% | -3.6% | +6.8% |
| 6M | +22.6% | +6.4% | +16.2% | +24.3% |
| YTD | +14.4% | +50.9% | -36.5% | +14.0% |
| All | +35.6% | +63.2% | -27.7% | +37.3% |
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