+137.2%
MP vs CNQ
+74.2%
+63.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.1% | -4.4% | -5.2% |
| 7D | -4.6% | -0.7% | -3.9% | -4.4% |
| 30D | -7.1% | +6.7% | -13.8% | -8.9% |
| 3M | -4.0% | +12.8% | -16.8% | -7.8% |
| 6M | -16.7% | +13.3% | -30.0% | -21.1% |
| YTD | +1.6% | +53.1% | -51.5% | -15.3% |
| 1Y | -17.8% | +66.1% | -83.9% | -34.4% |
| All | +137.2% | +74.2% | +63.0% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling