+32.0%
RCL vs CNQ
+61.9%
-29.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -7.4% | +13.8% | +2.9% |
| 7D | +11.7% | -9.4% | +21.1% | +7.0% |
| 30D | +21.1% | +2.8% | +18.4% | +22.7% |
| 3M | +2.9% | +8.5% | -5.6% | +7.3% |
| 6M | +29.8% | +6.4% | +23.4% | +35.5% |
| YTD | +21.4% | +50.9% | -29.5% | +30.4% |
| 1Y | +32.0% | +62.8% | -30.8% | +38.6% |
| All | +32.0% | +61.9% | -29.8% | +38.6% |
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