+59.1%
LIN vs CNQ
+275.3%
-216.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.2% |
| 7D | -2.4% | -0.8% | -1.6% | -2.3% |
| 30D | -2.4% | +5.3% | -7.7% | -3.3% |
| 3M | -9.3% | +11.4% | -20.6% | -11.1% |
| 6M | -2.6% | +8.1% | -10.6% | -4.3% |
| YTD | +10.4% | +50.9% | -40.4% | +1.8% |
| 1Y | -2.3% | +63.6% | -65.8% | -11.5% |
| 3Y | +24.4% | +77.2% | -52.8% | +8.3% |
| All | +59.1% | +275.3% | -216.1% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling