+18.4%
U vs CNQ
+61.9%
-43.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -7.4% | +12.3% | +2.3% |
| 7D | +7.5% | -9.4% | +16.9% | +4.1% |
| 30D | -7.0% | +2.8% | -9.8% | -6.1% |
| 3M | +20.6% | +8.5% | +12.1% | +24.2% |
| 6M | +53.2% | +6.4% | +46.8% | +58.4% |
| YTD | -3.9% | +50.9% | -54.8% | +15.5% |
| 1Y | +18.4% | +62.8% | -44.5% | +38.2% |
| All | +18.4% | +61.9% | -43.5% | +38.2% |
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