+4.4%
HWM vs CNQ
+61.9%
-57.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.4% | +3.1% | -5.8% |
| 7D | +9.4% | -9.4% | +18.8% | +7.1% |
| 30D | -7.0% | +2.8% | -9.7% | -6.2% |
| 3M | -25.9% | +8.5% | -34.3% | -24.2% |
| 6M | -10.8% | +6.4% | -17.2% | -8.8% |
| YTD | +4.3% | +50.9% | -46.6% | +1.7% |
| 1Y | +4.4% | +62.8% | -58.5% | -0.2% |
| All | +4.4% | +61.9% | -57.5% | -0.2% |
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