+990.2%
IBKR vs CNQ
+426.2%
+564.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.3% |
| 7D | -1.3% | +0.1% | -1.5% | -1.4% |
| 30D | -0.2% | +6.2% | -6.4% | -1.8% |
| 3M | +3.0% | +12.4% | -9.4% | -0.5% |
| 6M | +33.9% | +9.0% | +24.8% | +29.4% |
| YTD | +42.5% | +52.2% | -9.7% | +25.9% |
| 1Y | +44.9% | +65.0% | -20.2% | +25.0% |
| 3Y | +293.0% | +78.8% | +214.2% | +227.1% |
| 5Y | +497.7% | +286.0% | +211.7% | +301.1% |
| All | +990.2% | +426.2% | +564.0% | +509.0% |
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 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