+68.5%
STRL vs CNQ
+65.4%
+3.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.3% | +7.1% | +5.7% |
| 7D | +3.4% | +3.0% | +0.4% | +3.5% |
| 30D | -9.2% | +12.8% | -22.0% | -8.7% |
| 3M | -51.0% | +7.0% | -58.1% | -50.7% |
| 6M | +15.8% | +16.5% | -0.7% | +15.7% |
| YTD | +58.9% | +52.0% | +6.8% | +54.4% |
| 1Y | +68.5% | +64.1% | +4.4% | +63.5% |
| All | +68.5% | +65.4% | +3.1% | +63.5% |
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