-28.0%
ORCL vs CNQ
+65.4%
-93.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.1% |
| 7D | +5.3% | +3.0% | +2.3% | +5.0% |
| 30D | +10.0% | +12.8% | -2.8% | +9.0% |
| 3M | -32.6% | +7.0% | -39.6% | -32.8% |
| 6M | +4.9% | +16.5% | -11.5% | +1.8% |
| YTD | -17.8% | +52.0% | -69.8% | -25.1% |
| 1Y | -28.0% | +64.1% | -92.1% | -36.6% |
| All | -28.0% | +65.4% | -93.4% | -36.6% |
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 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