+25.0%
HL vs CNQ
+61.9%
-36.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -7.4% | +20.6% | +11.7% |
| 7D | +0.2% | -9.4% | +9.6% | -1.4% |
| 30D | -12.1% | +2.8% | -14.9% | -12.4% |
| 3M | -2.8% | +8.5% | -11.3% | -2.2% |
| 6M | -14.9% | +6.4% | -21.3% | -14.4% |
| YTD | -22.0% | +50.9% | -73.0% | -17.8% |
| 1Y | +25.0% | +62.8% | -37.8% | +40.0% |
| All | +25.0% | +61.9% | -36.8% | +40.0% |
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