+12.4%
IYR vs CNQ
+61.9%
-49.4%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.4% | +10.5% | +2.8% |
| 7D | +6.9% | -9.4% | +16.4% | +6.4% |
| 30D | +10.2% | +2.8% | +7.5% | +10.1% |
| 3M | -0.3% | +8.5% | -8.8% | -0.2% |
| 6M | +3.6% | +6.4% | -2.8% | +3.6% |
| YTD | +12.5% | +50.9% | -38.4% | +7.7% |
| 1Y | +12.4% | +62.8% | -50.4% | +6.8% |
| All | +12.4% | +61.9% | -49.4% | +6.8% |
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