+22.9%
ORCL vs CNQ
+73.2%
-50.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -3.2% |
| 3M | -18.1% | +12.4% | -30.5% | -20.2% |
| 6M | -7.2% | +9.0% | -16.2% | -9.5% |
| YTD | -22.2% | +52.2% | -74.4% | -30.4% |
| 1Y | -50.6% | +65.0% | -115.7% | -56.9% |
| 3Y | +22.9% | +78.8% | -56.0% | +6.4% |
| All | +22.9% | +73.2% | -50.4% | +6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling