+21.3%
TFC vs CNQ
+61.9%
-40.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -7.4% | +10.3% | +2.0% |
| 7D | +5.1% | -9.4% | +14.5% | +3.8% |
| 30D | +9.8% | +2.8% | +7.0% | +10.0% |
| 3M | -2.4% | +8.5% | -10.9% | -1.5% |
| 6M | +4.9% | +6.4% | -1.5% | +6.1% |
| YTD | +6.6% | +50.9% | -44.3% | +6.7% |
| 1Y | +21.3% | +62.8% | -41.5% | +19.8% |
| All | +21.3% | +61.9% | -40.5% | +19.8% |
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