+32.8%
NET vs CNQ
+65.4%
-32.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.9% |
| 7D | -7.0% | +3.0% | -10.0% | -7.3% |
| 30D | -4.8% | +12.8% | -17.6% | -6.0% |
| 3M | +3.8% | +7.0% | -3.2% | +2.6% |
| 6M | +50.0% | +16.5% | +33.6% | +47.6% |
| YTD | +41.5% | +52.0% | -10.6% | +43.5% |
| 1Y | +32.8% | +64.1% | -31.3% | +34.0% |
| All | +32.8% | +65.4% | -32.6% | +34.0% |
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