+1,559.5%
HWM vs CNQ
+395.2%
+1,164.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | -11.4% | +0.1% | -11.6% | -11.5% |
| 30D | -18.5% | +6.2% | -24.7% | -20.6% |
| 3M | -13.2% | +12.4% | -25.5% | -17.8% |
| 6M | -8.7% | +9.0% | -17.7% | -14.0% |
| YTD | +12.2% | +52.2% | -40.0% | -8.9% |
| 1Y | +24.9% | +65.0% | -40.1% | -2.5% |
| 3Y | +383.9% | +78.8% | +305.1% | +252.2% |
| 5Y | +646.1% | +286.0% | +360.2% | +263.6% |
| All | +1,559.5% | +395.2% | +1,164.3% | +520.3% |
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