-1.9%
KWEB vs CNQ
+73.2%
-75.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.8% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -10.7% | +6.2% | -16.9% | -11.8% |
| 3M | -7.4% | +12.4% | -19.8% | -9.8% |
| 6M | -19.3% | +9.0% | -28.3% | -21.4% |
| YTD | -27.8% | +52.2% | -80.0% | -36.3% |
| 1Y | -35.9% | +65.0% | -101.0% | -45.1% |
| 3Y | -1.9% | +78.8% | -80.8% | -18.4% |
| All | -1.9% | +73.2% | -75.2% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling