-47.1%
OPEN vs CNQ
+65.4%
-112.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.5% |
| 7D | -4.3% | +3.0% | -7.3% | -4.0% |
| 30D | -16.2% | +12.8% | -29.0% | -15.7% |
| 3M | -36.4% | +7.0% | -43.4% | -34.8% |
| 6M | -35.5% | +16.5% | -51.9% | -36.1% |
| YTD | -46.0% | +52.0% | -98.0% | -50.3% |
| 1Y | -47.1% | +64.1% | -111.3% | -51.4% |
| All | -47.1% | +65.4% | -112.6% | -51.4% |
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 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