+328.9%
ORCL vs CNQ
+426.2%
-97.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.6% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -2.0% | +6.2% | -8.2% | -3.1% |
| 3M | -18.1% | +12.4% | -30.5% | -20.1% |
| 6M | -7.2% | +9.0% | -16.2% | -9.4% |
| YTD | -22.2% | +52.2% | -74.4% | -28.7% |
| 1Y | -50.6% | +65.0% | -115.7% | -55.5% |
| 3Y | +22.9% | +78.8% | -56.0% | +7.9% |
| 5Y | +79.3% | +286.0% | -206.7% | +34.6% |
| All | +328.9% | +426.2% | -97.3% | +180.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling