-6.9%
SYK vs CNQ
+56.1%
-63.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.9% |
| 7D | +11.7% | -13.5% | +25.1% | +8.6% |
| 30D | +18.3% | +2.2% | +16.1% | +17.9% |
| 3M | -3.1% | +7.8% | -10.9% | -2.8% |
| 6M | +12.1% | +8.5% | +3.6% | +12.5% |
| YTD | -6.5% | +47.6% | -54.1% | -2.5% |
| 1Y | -6.9% | +58.7% | -65.5% | -0.3% |
| All | -6.9% | +56.1% | -63.0% | -0.3% |
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