-50.8%
INTU vs CNQ
+66.7%
-117.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +2.8% |
| 7D | -3.3% | +0.1% | -3.5% | -3.3% |
| 30D | -3.9% | +6.2% | -10.1% | -3.5% |
| 3M | +16.6% | +12.4% | +4.3% | +17.2% |
| 6M | -26.4% | +9.0% | -35.5% | -25.6% |
| YTD | -51.0% | +52.2% | -103.2% | -46.0% |
| 1Y | -50.8% | +65.0% | -115.8% | -45.2% |
| All | -50.8% | +66.7% | -117.5% | -45.2% |
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