+9.4%
NOW vs CNQ
+73.2%
-63.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | +6.1% | +6.2% | -0.1% | +5.3% |
| 3M | +28.6% | +12.4% | +16.2% | +26.4% |
| 6M | +14.6% | +9.0% | +5.6% | +13.0% |
| YTD | -13.5% | +52.2% | -65.7% | -19.7% |
| 1Y | -29.4% | +65.0% | -94.4% | -35.8% |
| 3Y | +9.4% | +78.8% | -69.5% | -1.9% |
| All | +9.4% | +73.2% | -63.9% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling