+32.1%
RDW vs CNQ
+55.0%
-22.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.1% | +14.1% | +13.1% |
| 7D | +4.1% | -10.4% | +14.5% | +4.3% |
| 30D | -14.9% | -3.2% | -11.7% | -14.4% |
| 3M | -40.0% | +6.5% | -46.5% | -39.6% |
| 6M | -26.4% | +10.0% | -36.4% | -26.4% |
| YTD | +7.2% | +46.0% | -38.8% | -7.8% |
| All | +32.1% | +55.0% | -22.9% | +14.9% |
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