+1,129.9%
MU vs CNQ
+5,463.2%
-4,333.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.5% |
| 7D | +2.0% | -0.7% | +2.7% | +2.3% |
| 30D | +12.5% | +6.7% | +5.8% | +9.5% |
| 3M | +9.6% | +12.8% | -3.2% | +3.6% |
| 6M | +142.6% | +13.3% | +129.3% | +125.7% |
| YTD | +242.7% | +53.1% | +189.6% | +179.9% |
| 1Y | +599.3% | +66.1% | +533.2% | +450.8% |
| 3Y | +1,308.3% | +75.4% | +1,232.9% | +975.5% |
| 5Y | +1,263.7% | +288.1% | +975.6% | +617.8% |
| 10Y | +5,862.7% | +423.6% | +5,439.1% | +2,233.7% |
| All | +1,129.9% | +5,463.2% | -4,333.4% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling