+504.3%
MUU vs CNQ
+61.9%
+442.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -7.4% | -6.6% | -15.7% |
| 7D | -35.9% | -9.4% | -26.4% | -37.5% |
| 30D | -47.1% | +2.8% | -49.9% | -45.6% |
| 3M | -29.8% | +8.5% | -38.3% | -26.1% |
| 6M | +16.0% | +6.4% | +9.6% | +22.4% |
| YTD | +286.1% | +50.9% | +235.2% | +299.6% |
| 1Y | +504.3% | +62.8% | +441.5% | +517.2% |
| All | +504.3% | +61.9% | +442.5% | +517.2% |
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