-79.9%
PATH vs CNQ
+354.4%
-434.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.5% |
| 7D | -23.9% | -0.7% | -23.2% | -23.7% |
| 30D | -11.8% | +6.7% | -18.5% | -13.4% |
| 3M | +29.0% | +12.8% | +16.2% | +24.0% |
| 6M | +19.7% | +13.3% | +6.4% | +14.0% |
| YTD | -15.4% | +53.1% | -68.4% | -27.4% |
| 1Y | +19.5% | +66.1% | -46.6% | -0.1% |
| 3Y | -24.9% | +75.4% | -100.4% | -39.7% |
| 5Y | -74.9% | +288.1% | -363.1% | -82.3% |
| All | -79.9% | +354.4% | -434.3% | -84.3% |
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