+13.6%
KMB vs CNQ
+61.9%
-48.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -7.4% | +11.5% | +2.8% |
| 7D | +0.4% | -9.4% | +9.8% | -1.2% |
| 30D | +14.0% | +2.8% | +11.3% | +14.5% |
| 3M | -1.3% | +8.5% | -9.8% | +0.1% |
| 6M | +16.7% | +6.4% | +10.3% | +18.7% |
| YTD | +12.0% | +50.9% | -38.9% | +9.7% |
| 1Y | +13.6% | +62.8% | -49.2% | +12.2% |
| All | +13.6% | +61.9% | -48.2% | +12.2% |
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