-74.2%
OPEN vs CNQ
+696.3%
-770.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -11.4% | +0.1% | -11.5% | -11.5% |
| 30D | -20.1% | +6.2% | -26.3% | -21.7% |
| 3M | -37.6% | +12.4% | -50.0% | -40.4% |
| 6M | -47.1% | +9.0% | -56.1% | -49.4% |
| YTD | -52.1% | +52.2% | -104.4% | -59.3% |
| 1Y | -73.5% | +65.0% | -138.5% | -78.2% |
| 3Y | -24.4% | +78.8% | -103.2% | -40.7% |
| 5Y | -85.1% | +286.0% | -371.1% | -89.3% |
| All | -74.2% | +696.3% | -770.5% | -81.1% |
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 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