+173.9%
RCL vs CNQ
+73.2%
+100.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -15.5% | +6.2% | -21.7% | -15.8% |
| 3M | -9.7% | +12.4% | -22.0% | -10.2% |
| 6M | -8.7% | +9.0% | -17.8% | -9.6% |
| YTD | -5.8% | +52.2% | -58.0% | -13.9% |
| 1Y | -24.5% | +65.0% | -89.5% | -32.7% |
| 3Y | +173.9% | +78.8% | +95.1% | +136.8% |
| All | +173.9% | +73.2% | +100.7% | +136.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling