+96.2%
SMH vs CNQ
+65.4%
+30.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.5% |
| 7D | +2.5% | +3.0% | -0.5% | +2.8% |
| 30D | -0.5% | +12.8% | -13.2% | +0.6% |
| 3M | -9.6% | +7.0% | -16.7% | -8.6% |
| 6M | +42.1% | +16.5% | +25.6% | +42.4% |
| YTD | +57.4% | +52.0% | +5.4% | +52.9% |
| 1Y | +96.2% | +64.1% | +32.1% | +89.0% |
| All | +96.2% | +65.4% | +30.8% | +89.0% |
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