+361.0%
ORLY vs CNQ
+426.2%
-65.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.4% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -6.8% | +6.2% | -13.0% | -7.5% |
| 3M | -4.8% | +12.4% | -17.1% | -6.3% |
| 6M | -9.1% | +9.0% | -18.1% | -10.5% |
| YTD | -5.9% | +52.2% | -58.1% | -11.5% |
| 1Y | -20.4% | +65.0% | -85.4% | -26.0% |
| 3Y | +36.6% | +78.8% | -42.3% | +23.9% |
| 5Y | +117.3% | +286.0% | -168.7% | +71.3% |
| All | +361.0% | +426.2% | -65.2% | +211.9% |
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