+2,521.4%
PWR vs CNQ
+426.2%
+2,095.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.3% |
| 7D | +4.2% | +0.1% | +4.1% | +4.1% |
| 30D | -4.0% | +6.2% | -10.2% | -6.0% |
| 3M | -4.8% | +12.4% | -17.1% | -8.8% |
| 6M | +14.6% | +9.0% | +5.6% | +10.1% |
| YTD | +54.2% | +52.2% | +2.0% | +31.7% |
| 1Y | +67.1% | +65.0% | +2.1% | +38.3% |
| 3Y | +218.5% | +78.8% | +139.6% | +151.4% |
| 5Y | +466.3% | +286.0% | +180.3% | +233.7% |
| All | +2,521.4% | +426.2% | +2,095.2% | +1,106.0% |
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