+243.8%
HPQ vs CNQ
+426.2%
-182.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.6% |
| 7D | +9.8% | +0.1% | +9.6% | +9.7% |
| 30D | +22.4% | +6.2% | +16.2% | +19.8% |
| 3M | +45.2% | +12.4% | +32.8% | +39.1% |
| 6M | +96.4% | +9.0% | +87.4% | +88.9% |
| YTD | +65.4% | +52.2% | +13.2% | +42.0% |
| 1Y | +31.6% | +65.0% | -33.5% | +9.6% |
| 3Y | +37.0% | +78.8% | -41.8% | +9.2% |
| 5Y | +53.0% | +286.0% | -233.0% | -7.3% |
| All | +243.8% | +426.2% | -182.4% | +63.5% |
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