+5,731.6%
MU vs CNQ
+426.2%
+5,305.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | 0.0% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +7.0% | +6.2% | +0.8% | +4.8% |
| 3M | -2.1% | +12.4% | -14.4% | -6.4% |
| 6M | +133.1% | +9.0% | +124.0% | +122.6% |
| YTD | +241.9% | +52.2% | +189.7% | +188.6% |
| 1Y | +548.8% | +65.0% | +483.7% | +430.7% |
| 3Y | +1,308.2% | +78.8% | +1,229.4% | +1,014.3% |
| 5Y | +1,260.7% | +286.0% | +974.7% | +707.2% |
| All | +5,731.6% | +426.2% | +5,305.4% | +2,721.2% |
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 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