+57.4%
MAR vs CNQ
+61.9%
-4.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.4% | +9.4% | +0.4% |
| 7D | +7.7% | -9.4% | +17.2% | +5.5% |
| 30D | +19.4% | +2.8% | +16.6% | +20.1% |
| 3M | +23.3% | +8.5% | +14.9% | +25.9% |
| 6M | +22.8% | +6.4% | +16.5% | +25.3% |
| YTD | +37.8% | +50.9% | -13.1% | +40.5% |
| 1Y | +57.4% | +62.8% | -5.5% | +60.7% |
| All | +57.4% | +61.9% | -4.5% | +60.7% |
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 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