-4.9%
SHOP vs CNQ
+61.9%
-66.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -7.4% | +14.7% | +3.3% |
| 7D | -9.0% | -9.4% | +0.4% | -13.4% |
| 30D | -4.4% | +2.8% | -7.2% | -2.4% |
| 3M | +24.1% | +8.5% | +15.7% | +31.0% |
| 6M | +20.0% | +6.4% | +13.6% | +27.9% |
| YTD | -4.9% | +50.9% | -55.8% | +18.0% |
| 1Y | -4.9% | +62.8% | -67.7% | +21.9% |
| All | -4.9% | +61.9% | -66.8% | +21.9% |
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