+44.7%
IBKR vs CNQ
+65.4%
-20.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.5% |
| 7D | -3.3% | +3.0% | -6.3% | -3.0% |
| 30D | +4.5% | +12.8% | -8.3% | +5.7% |
| 3M | +6.5% | +7.0% | -0.5% | +8.1% |
| 6M | +34.2% | +16.5% | +17.7% | +33.9% |
| YTD | +44.5% | +52.0% | -7.6% | +37.6% |
| 1Y | +44.7% | +64.1% | -19.4% | +35.0% |
| All | +44.7% | +65.4% | -20.7% | +35.0% |
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