+26.2%
KLAC vs CNQ
+61.9%
-35.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.4% | +3.3% | -5.6% |
| 7D | -5.7% | -9.4% | +3.8% | -7.6% |
| 30D | -27.6% | +2.8% | -30.3% | -26.6% |
| 3M | -23.3% | +8.5% | -31.7% | -21.2% |
| 6M | -12.4% | +6.4% | -18.8% | -9.7% |
| YTD | +23.7% | +50.9% | -27.2% | +31.8% |
| 1Y | +26.2% | +62.8% | -36.7% | +38.7% |
| All | +26.2% | +61.9% | -35.7% | +38.7% |
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