+1,657.6%
QLD vs CNQ
+426.2%
+1,231.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.0% |
| 7D | -1.2% | +0.1% | -1.4% | -1.3% |
| 30D | -3.0% | +6.2% | -9.2% | -5.4% |
| 3M | -2.8% | +12.4% | -15.2% | -8.0% |
| 6M | +32.0% | +9.0% | +23.0% | +24.8% |
| YTD | +27.3% | +52.2% | -24.9% | +4.1% |
| 1Y | +37.9% | +65.0% | -27.1% | +8.6% |
| 3Y | +174.6% | +78.8% | +95.8% | +105.4% |
| 5Y | +124.8% | +286.0% | -161.2% | +20.8% |
| All | +1,657.6% | +426.2% | +1,231.4% | +643.3% |
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