+43.2%
TER vs CNQ
+61.9%
-18.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -7.4% | +0.6% | -7.4% |
| 7D | -19.9% | -9.4% | -10.4% | -20.6% |
| 30D | -43.5% | +2.8% | -46.3% | -43.0% |
| 3M | -37.8% | +8.5% | -46.2% | -36.7% |
| 6M | -25.6% | +6.4% | -32.0% | -24.0% |
| YTD | +29.8% | +50.9% | -21.1% | +27.0% |
| 1Y | +43.2% | +62.8% | -19.7% | +44.4% |
| All | +43.2% | +61.9% | -18.7% | +44.4% |
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