-75.1%
PATH vs CNQ
+291.4%
-366.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -24.6% | -0.9% | -23.7% | -24.3% |
| 30D | -13.0% | +8.7% | -21.6% | -15.1% |
| 3M | +26.2% | +15.8% | +10.4% | +20.1% |
| 6M | +13.4% | +13.3% | +0.1% | +7.8% |
| YTD | -17.2% | +54.7% | -71.9% | -29.8% |
| 1Y | +14.0% | +69.5% | -55.5% | -6.3% |
| 3Y | -26.6% | +77.3% | -103.9% | -42.1% |
| 5Y | -75.1% | +290.3% | -365.4% | -82.6% |
| All | -75.1% | +291.4% | -366.4% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling