+37.0%
HPQ vs CNQ
+73.2%
-36.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.5% |
| 7D | +9.8% | +0.1% | +9.6% | +9.7% |
| 30D | +22.4% | +6.2% | +16.2% | +20.3% |
| 3M | +45.2% | +12.4% | +32.8% | +40.0% |
| 6M | +96.4% | +9.0% | +87.4% | +90.0% |
| YTD | +65.4% | +52.2% | +13.2% | +43.3% |
| 1Y | +31.6% | +65.0% | -33.5% | +10.4% |
| 3Y | +37.0% | +78.8% | -41.8% | +11.8% |
| All | +37.0% | +73.2% | -36.2% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling