+1,381.0%
NET vs CNQ
+464.8%
+916.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -7.4% | +4.8% | -1.0% |
| 7D | -16.4% | -9.4% | -6.9% | -14.6% |
| 30D | -25.8% | +2.8% | -28.6% | -26.4% |
| 3M | -11.5% | +8.5% | -20.0% | -13.3% |
| 6M | +18.9% | +6.4% | +12.5% | +16.7% |
| YTD | +35.2% | +50.9% | -15.7% | +22.1% |
| 1Y | +14.5% | +62.8% | -48.4% | +1.5% |
| 3Y | +313.8% | +66.1% | +247.8% | +261.3% |
| 5Y | +32.6% | +199.3% | -166.8% | +5.9% |
| All | +1,381.0% | +464.8% | +916.2% | +1,047.6% |
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