+755.7%
TEAM vs CNQ
+668.3%
+87.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +15.8% | +6.2% | +9.6% | +14.5% |
| 3M | +101.5% | +12.4% | +89.1% | +96.8% |
| 6M | +138.2% | +9.0% | +129.2% | +132.8% |
| YTD | +10.8% | +52.2% | -41.4% | +1.5% |
| 1Y | +1.7% | +65.0% | -63.3% | -8.4% |
| 3Y | -16.0% | +78.8% | -94.9% | -25.9% |
| 5Y | -52.7% | +286.0% | -338.7% | -62.7% |
| 10Y | +509.6% | +420.7% | +88.8% | +330.6% |
| All | +755.7% | +668.3% | +87.5% | +433.6% |
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