+134.1%
PSX vs CNQ
+73.2%
+60.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +36.6% |
| 6M | +55.0% | +9.0% | +46.0% | +46.8% |
| YTD | +105.3% | +52.2% | +53.1% | +60.5% |
| 1Y | +101.6% | +65.0% | +36.6% | +50.1% |
| 3Y | +134.1% | +78.8% | +55.3% | +64.8% |
| All | +134.1% | +73.2% | +60.9% | +64.8% |
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