+63.9%
HAL vs CNQ
+66.7%
-2.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.3% |
| 7D | -3.3% | +0.1% | -3.4% | -3.4% |
| 30D | +8.2% | +6.2% | +2.0% | +4.6% |
| 3M | -9.4% | +12.4% | -21.8% | -15.4% |
| 6M | +0.6% | +9.0% | -8.4% | -4.5% |
| YTD | +28.6% | +52.2% | -23.6% | +3.8% |
| 1Y | +63.9% | +65.0% | -1.1% | +27.8% |
| All | +63.9% | +66.7% | -2.8% | +27.8% |
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