+2,082.1%
STRL vs CNQ
+278.6%
+1,803.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.6% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | -6.9% | +6.2% | -13.1% | -8.7% |
| 3M | -39.1% | +12.4% | -51.4% | -41.4% |
| 6M | +21.5% | +9.0% | +12.5% | +16.8% |
| YTD | +66.9% | +52.2% | +14.7% | +41.9% |
| 1Y | +61.6% | +65.0% | -3.4% | +32.8% |
| 3Y | +560.0% | +78.8% | +481.2% | +421.0% |
| All | +2,082.1% | +278.6% | +1,803.4% | +1,190.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling