-11.0%
KR vs CNQ
+66.7%
-77.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | +5.1% | +6.2% | -1.1% | +3.7% |
| 3M | -8.2% | +12.4% | -20.5% | -10.7% |
| 6M | -18.0% | +9.0% | -27.0% | -19.7% |
| YTD | -4.8% | +52.2% | -57.0% | -12.5% |
| 1Y | -11.0% | +65.0% | -76.1% | -17.7% |
| All | -11.0% | +66.7% | -77.7% | -17.7% |
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