+14.7%
QLD vs CNQ
+61.9%
-47.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -7.4% | +9.3% | -0.1% |
| 7D | -9.4% | -9.4% | 0.0% | -11.6% |
| 30D | -17.1% | +2.8% | -19.8% | -16.2% |
| 3M | -10.4% | +8.5% | -18.9% | -8.1% |
| 6M | +0.7% | +6.4% | -5.7% | +3.7% |
| YTD | +17.7% | +50.9% | -33.2% | +24.9% |
| 1Y | +14.7% | +62.8% | -48.2% | +23.7% |
| All | +14.7% | +61.9% | -47.2% | +23.7% |
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