-0.9%
LOW vs CNQ
+60.9%
-61.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -1.3% |
| 7D | +9.6% | -11.2% | +20.8% | +6.4% |
| 30D | +24.5% | +1.7% | +22.8% | +24.6% |
| 3M | +4.0% | +10.3% | -6.3% | +6.4% |
| 6M | +2.2% | +4.3% | -2.1% | +4.5% |
| YTD | -3.7% | +48.7% | -52.4% | -9.2% |
| 1Y | -0.9% | +57.9% | -58.8% | -6.2% |
| All | -0.9% | +60.9% | -61.8% | -6.2% |
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