-80.8%
PATH vs CNQ
+349.0%
-429.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +0.9% |
| 7D | +2.1% | +2.5% | -0.4% | +1.4% |
| 30D | +1.6% | -4.0% | +5.6% | +2.5% |
| 3M | -20.4% | +5.5% | -25.9% | -21.9% |
| 6M | +40.1% | +7.5% | +32.6% | +36.0% |
| YTD | -19.0% | +51.2% | -70.3% | -30.5% |
| 1Y | -5.8% | +57.3% | -63.1% | -20.3% |
| 3Y | -22.9% | +71.0% | -93.9% | -37.6% |
| 5Y | -75.3% | +206.1% | -281.4% | -82.1% |
| All | -80.8% | +349.0% | -429.8% | -85.0% |
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