-77.1%
PATH vs CNQ
+193.6%
-270.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.0% |
| 7D | -2.7% | -1.5% | -1.2% | -2.3% |
| 30D | -1.4% | -3.2% | +1.8% | -0.7% |
| 3M | -16.4% | +3.6% | -20.0% | -17.7% |
| 6M | +23.3% | +10.3% | +12.9% | +18.1% |
| YTD | -19.8% | +48.6% | -68.5% | -31.8% |
| 1Y | -8.6% | +55.3% | -63.9% | -23.6% |
| 3Y | -24.0% | +69.6% | -93.6% | -39.7% |
| 5Y | -77.1% | +198.8% | -276.0% | -84.4% |
| All | -77.1% | +193.6% | -270.7% | -84.4% |
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