+7,475.9%
SHOP vs CNQ
+441.6%
+7,034.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | -11.2% | +0.1% | -11.4% | -11.3% |
| 30D | -14.4% | +6.2% | -20.6% | -15.7% |
| 3M | +16.6% | +12.4% | +4.2% | +12.5% |
| 6M | -0.6% | +9.0% | -9.6% | -4.1% |
| YTD | -20.0% | +52.2% | -72.2% | -29.5% |
| 1Y | -11.2% | +65.0% | -76.2% | -23.6% |
| 3Y | +99.5% | +78.8% | +20.6% | +66.7% |
| 5Y | -13.2% | +286.0% | -299.2% | -39.8% |
| 10Y | +3,038.2% | +420.7% | +2,617.4% | +1,700.0% |
| All | +7,475.9% | +441.6% | +7,034.3% | +5,279.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling