+18.7%
HPQ vs CNQ
+65.4%
-46.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.6% | +2.3% |
| 7D | +6.9% | +3.0% | +3.9% | +6.8% |
| 30D | +14.4% | +12.8% | +1.7% | +13.6% |
| 3M | +25.6% | +7.0% | +18.6% | +24.5% |
| 6M | +75.0% | +16.5% | +58.6% | +71.6% |
| YTD | +50.7% | +52.0% | -1.3% | +44.6% |
| 1Y | +18.7% | +64.1% | -45.4% | +14.8% |
| All | +18.7% | +65.4% | -46.8% | +14.8% |
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