+408.0%
META vs CNQ
+426.2%
-18.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.7% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +12.0% | +6.2% | +5.8% | +10.5% |
| 3M | +14.1% | +12.4% | +1.7% | +11.0% |
| 6M | -0.9% | +9.0% | -9.9% | -3.6% |
| YTD | -1.7% | +52.2% | -53.9% | -11.4% |
| 1Y | -13.4% | +65.0% | -78.4% | -23.4% |
| 3Y | +112.6% | +78.8% | +33.7% | +81.9% |
| 5Y | +72.6% | +286.0% | -213.4% | +22.6% |
| All | +408.0% | +426.2% | -18.2% | +203.8% |
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