+15.6%
U vs CNQ
+73.2%
-57.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.0% | +4.6% |
| 7D | +5.5% | +0.1% | +5.4% | +5.5% |
| 30D | -1.3% | +6.2% | -7.5% | -2.6% |
| 3M | +64.6% | +12.4% | +52.2% | +60.1% |
| 6M | +119.4% | +9.0% | +110.3% | +113.5% |
| YTD | -0.5% | +52.2% | -52.7% | -14.8% |
| 1Y | +1.3% | +65.0% | -63.7% | -16.4% |
| 3Y | +15.6% | +78.8% | -63.2% | -10.5% |
| All | +15.6% | +73.2% | -57.6% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling