-13.7%
KMB vs CNQ
+65.4%
-79.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.8% |
| 7D | -3.0% | +3.0% | -6.0% | -2.5% |
| 30D | -5.5% | +12.8% | -18.2% | -3.6% |
| 3M | +14.0% | +7.0% | +7.0% | +15.9% |
| 6M | +4.1% | +16.5% | -12.4% | +5.3% |
| YTD | +8.0% | +52.0% | -44.0% | +8.3% |
| 1Y | -13.7% | +64.1% | -77.8% | -12.3% |
| All | -13.7% | +65.4% | -79.2% | -12.3% |
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