+364.1%
LIN vs CNQ
+426.2%
-62.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.1% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -2.4% | +6.2% | -8.6% | -3.8% |
| 3M | -9.3% | +12.4% | -21.6% | -11.9% |
| 6M | -2.6% | +9.0% | -11.6% | -5.1% |
| YTD | +10.4% | +52.2% | -41.8% | -0.6% |
| 1Y | -2.3% | +65.0% | -67.3% | -13.9% |
| 3Y | +24.4% | +78.8% | -54.4% | +5.4% |
| 5Y | +60.7% | +286.0% | -225.3% | +10.2% |
| All | +364.1% | +426.2% | -62.1% | +165.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling