+622.3%
HWM vs CNQ
+278.6%
+343.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -11.4% | +0.1% | -11.6% | -11.5% |
| 30D | -18.5% | +6.2% | -24.7% | -19.8% |
| 3M | -13.2% | +12.4% | -25.5% | -16.1% |
| 6M | -8.7% | +9.0% | -17.7% | -12.1% |
| YTD | +12.2% | +52.2% | -40.0% | -3.6% |
| 1Y | +24.9% | +65.0% | -40.1% | +4.1% |
| 3Y | +383.9% | +78.8% | +305.1% | +280.4% |
| All | +622.3% | +278.6% | +343.7% | +309.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling