+15.1%
TEAM vs CNQ
+61.9%
-46.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.4% | +6.8% | -2.7% |
| 7D | -13.7% | -9.4% | -4.3% | -16.1% |
| 30D | -3.4% | +2.8% | -6.2% | -2.1% |
| 3M | +72.1% | +8.5% | +63.7% | +78.2% |
| 6M | +103.8% | +6.4% | +97.4% | +110.9% |
| YTD | +17.1% | +50.9% | -33.8% | +40.5% |
| 1Y | +15.1% | +62.8% | -47.8% | +34.7% |
| All | +15.1% | +61.9% | -46.8% | +34.7% |
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