+113.7%
KLAC vs CNQ
+65.4%
+48.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.7% | +7.1% |
| 7D | +5.7% | +3.0% | +2.7% | +6.3% |
| 30D | -3.6% | +12.8% | -16.4% | -1.6% |
| 3M | -12.8% | +7.0% | -19.8% | -11.0% |
| 6M | +26.1% | +16.5% | +9.6% | +28.5% |
| YTD | +53.3% | +52.0% | +1.3% | +54.6% |
| 1Y | +113.7% | +64.1% | +49.6% | +115.8% |
| All | +113.7% | +65.4% | +48.3% | +115.8% |
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