+9.0%
IBKR vs CNQ
+56.1%
-47.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.1% |
| 7D | -1.4% | -13.5% | +12.1% | -4.0% |
| 30D | -13.6% | +2.2% | -15.8% | -13.0% |
| 3M | -11.8% | +7.8% | -19.6% | -10.4% |
| 6M | -12.7% | +8.5% | -21.2% | -10.5% |
| YTD | +18.3% | +47.6% | -29.3% | +18.1% |
| 1Y | +9.0% | +58.7% | -49.7% | +7.3% |
| All | +9.0% | +56.1% | -47.1% | +7.3% |
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 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