+47,300.8%
STRL vs CNQ
+5,432.5%
+41,868.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.9% |
| 3M | -39.1% | +12.4% | -51.4% | -41.8% |
| 6M | +21.5% | +9.0% | +12.5% | +16.1% |
| YTD | +66.9% | +52.2% | +14.7% | +41.2% |
| 1Y | +61.6% | +65.0% | -3.4% | +32.3% |
| 3Y | +560.0% | +78.8% | +481.2% | +418.4% |
| 5Y | +2,238.9% | +286.0% | +1,952.9% | +1,258.0% |
| 10Y | +7,538.9% | +420.7% | +7,118.1% | +3,442.0% |
| All | +47,300.8% | +5,432.5% | +41,868.3% | +14,709.8% |
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