-29.2%
PATH vs CNQ
+76.1%
-105.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -24.6% | -0.9% | -23.7% | -24.4% |
| 30D | -13.0% | +8.7% | -21.6% | -14.8% |
| 3M | +26.2% | +15.8% | +10.4% | +21.0% |
| 6M | +13.4% | +13.3% | +0.1% | +8.5% |
| YTD | -17.2% | +54.7% | -71.9% | -29.4% |
| 1Y | +14.0% | +69.5% | -55.5% | -6.1% |
| All | -29.2% | +76.1% | -105.3% | -43.9% |
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 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