+12.3%
PWR vs CNQ
+60.9%
-48.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.5% | -10.8% | -12.1% |
| 7D | -19.9% | -11.2% | -8.7% | -18.7% |
| 30D | -29.3% | +1.7% | -31.0% | -28.7% |
| 3M | -25.5% | +10.3% | -35.8% | -25.4% |
| 6M | -34.0% | +4.3% | -38.3% | -33.8% |
| YTD | +20.7% | +48.7% | -28.0% | +18.2% |
| 1Y | +12.3% | +57.9% | -45.6% | +9.8% |
| All | +12.3% | +60.9% | -48.5% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling