+2,339.5%
HL vs CNQ
+5,432.5%
-3,093.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.9% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | +9.3% | +6.2% | +3.1% | +5.6% |
| 3M | +32.0% | +12.4% | +19.6% | +22.3% |
| 6M | -6.4% | +9.0% | -15.5% | -13.4% |
| YTD | +3.1% | +52.2% | -49.1% | -21.1% |
| 1Y | +77.6% | +65.0% | +12.5% | +28.8% |
| 3Y | +392.8% | +78.8% | +314.0% | +235.6% |
| 5Y | +234.1% | +286.0% | -51.9% | +45.5% |
| 10Y | +264.5% | +420.7% | -156.3% | +1.5% |
| All | +2,339.5% | +5,432.5% | -3,093.0% | +323.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling