+3,343.4%
STX vs CNQ
+426.2%
+2,917.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -3.6% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | -5.5% | +6.2% | -11.7% | -7.0% |
| 3M | -4.3% | +12.4% | -16.7% | -7.3% |
| 6M | +115.6% | +9.0% | +106.6% | +109.3% |
| YTD | +202.2% | +52.2% | +150.0% | +167.5% |
| 1Y | +325.3% | +65.0% | +260.3% | +267.6% |
| 3Y | +1,283.9% | +78.8% | +1,205.1% | +1,050.7% |
| 5Y | +1,048.3% | +286.0% | +762.3% | +673.2% |
| All | +3,343.4% | +426.2% | +2,917.2% | +1,922.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling