+378.1%
PSX vs CNQ
+426.2%
-48.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.7% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +15.6% | +6.2% | +9.4% | +11.7% |
| 3M | +46.5% | +12.4% | +34.1% | +36.7% |
| 6M | +55.0% | +9.0% | +46.0% | +46.7% |
| YTD | +105.3% | +52.2% | +53.1% | +60.2% |
| 1Y | +101.6% | +65.0% | +36.6% | +50.1% |
| 3Y | +134.1% | +78.8% | +55.3% | +63.5% |
| 5Y | +368.7% | +286.0% | +82.7% | +112.2% |
| All | +378.1% | +426.2% | -48.1% | +59.6% |
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 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