+112.5%
NET vs CNQ
+270.5%
-158.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.5% |
| 7D | -7.0% | +3.0% | -10.0% | -8.2% |
| 30D | -4.8% | +12.8% | -17.6% | -9.4% |
| 3M | +3.8% | +7.0% | -3.2% | +0.6% |
| 6M | +50.0% | +16.5% | +33.6% | +39.4% |
| YTD | +41.5% | +52.0% | -10.6% | +17.1% |
| 1Y | +32.8% | +64.1% | -31.3% | +5.8% |
| 3Y | +335.9% | +74.3% | +261.5% | +225.3% |
| All | +112.5% | +270.5% | -158.0% | +26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling