-5.3%
PATH vs CNQ
+61.9%
-67.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.4% | +10.3% | +2.2% |
| 7D | -4.8% | -9.4% | +4.6% | -5.6% |
| 30D | +2.7% | +2.8% | -0.1% | +3.0% |
| 3M | -4.2% | +8.5% | -12.6% | -3.0% |
| 6M | +24.7% | +6.4% | +18.4% | +27.4% |
| YTD | -17.6% | +50.9% | -68.5% | -7.0% |
| 1Y | -5.3% | +62.8% | -68.2% | +4.3% |
| All | -5.3% | +61.9% | -67.2% | +4.3% |
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 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