+55.3%
ON vs CNQ
+66.7%
-11.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.6% | +9.1% | +8.5% |
| 7D | +2.4% | +0.1% | +2.2% | +2.4% |
| 30D | -8.6% | +6.2% | -14.8% | -8.4% |
| 3M | -34.3% | +12.4% | -46.7% | -34.0% |
| 6M | +28.5% | +9.0% | +19.5% | +28.1% |
| YTD | +40.6% | +52.2% | -11.6% | +33.1% |
| 1Y | +55.3% | +65.0% | -9.7% | +46.1% |
| All | +55.3% | +66.7% | -11.4% | +46.1% |
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