-33.3%
TE vs CNQ
+63.2%
-96.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.4% | +3.9% | -5.4% |
| 7D | +3.8% | -9.4% | +13.2% | +1.2% |
| 30D | -26.2% | +2.8% | -29.0% | -25.3% |
| 3M | -49.7% | +8.5% | -58.2% | -48.3% |
| 6M | -46.5% | +6.4% | -52.9% | -44.7% |
| YTD | -59.1% | +50.9% | -110.0% | -57.5% |
| All | -33.3% | +63.2% | -96.5% | -29.5% |
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