+2,981.5%
MUU vs CNQ
+65.4%
+2,916.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.3% | +12.9% | +11.3% |
| 7D | +17.4% | +3.0% | +14.4% | +18.1% |
| 30D | +24.0% | +12.8% | +11.2% | +27.7% |
| 3M | -23.9% | +7.0% | -30.9% | -22.0% |
| 6M | +284.4% | +16.5% | +267.9% | +286.4% |
| YTD | +583.7% | +52.0% | +531.7% | +546.7% |
| 1Y | +2,981.5% | +64.1% | +2,917.4% | +2,787.2% |
| All | +2,981.5% | +65.4% | +2,916.1% | +2,787.2% |
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 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