+2,396.1%
MUU vs CNQ
+45.6%
+2,350.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.7% |
| 7D | -8.2% | +0.1% | -8.4% | -8.2% |
| 30D | +10.2% | +6.2% | +4.0% | +4.7% |
| 3M | -26.5% | +12.4% | -38.9% | -34.3% |
| 6M | +227.2% | +9.0% | +218.2% | +181.8% |
| YTD | +527.4% | +52.2% | +475.2% | +218.6% |
| 1Y | +1,843.7% | +65.0% | +1,778.6% | +735.1% |
| All | +2,396.1% | +45.6% | +2,350.5% | +1,351.4% |
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 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