+2.6%
HAL vs CNQ
+426.2%
-423.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.2% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | +8.2% | +6.2% | +2.0% | +2.6% |
| 3M | -9.4% | +12.4% | -21.8% | -18.5% |
| 6M | +0.6% | +9.0% | -8.4% | -7.8% |
| YTD | +28.6% | +52.2% | -23.6% | -12.2% |
| 1Y | +63.9% | +65.0% | -1.1% | +4.0% |
| 3Y | -7.1% | +78.8% | -86.0% | -45.9% |
| 5Y | +102.3% | +286.0% | -183.7% | -37.2% |
| All | +2.6% | +426.2% | -423.7% | -76.3% |
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 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