+696.3%
TEL vs CNQ
+451.9%
+244.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +3.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -0.7% | +6.2% | -6.9% | -2.7% |
| 3M | +2.4% | +12.4% | -9.9% | -2.1% |
| 6M | +4.1% | +9.0% | -4.9% | -0.6% |
| YTD | -5.8% | +52.2% | -58.0% | -20.0% |
| 1Y | +0.9% | +65.0% | -64.2% | -16.8% |
| 3Y | +72.6% | +78.8% | -6.2% | +35.5% |
| 5Y | +57.5% | +286.0% | -228.4% | -8.1% |
| 10Y | +313.6% | +420.7% | -107.1% | +87.7% |
| All | +696.3% | +451.9% | +244.4% | +164.9% |
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