+2,382.0%
LITE vs CNQ
+426.2%
+1,955.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | -0.6% | +6.2% | -6.8% | -2.2% |
| 3M | +4.2% | +12.4% | -8.2% | +0.5% |
| 6M | +38.0% | +9.0% | +28.9% | +33.8% |
| YTD | +151.5% | +52.2% | +99.3% | +121.1% |
| 1Y | +462.2% | +65.0% | +397.2% | +382.9% |
| 3Y | +1,810.6% | +78.8% | +1,731.8% | +1,492.0% |
| 5Y | +980.2% | +286.0% | +694.2% | +623.5% |
| All | +2,382.0% | +426.2% | +1,955.8% | +1,307.4% |
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