+246.4%
UAL vs CNQ
+485.7%
-239.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.3% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -12.2% | +6.2% | -18.4% | -14.0% |
| 3M | -2.5% | +12.4% | -14.8% | -6.8% |
| 6M | +21.1% | +9.0% | +12.1% | +15.0% |
| YTD | -1.8% | +52.2% | -54.0% | -16.5% |
| 1Y | +0.4% | +65.0% | -64.6% | -17.1% |
| 3Y | +130.3% | +78.8% | +51.4% | +81.9% |
| 5Y | +147.7% | +286.0% | -138.3% | +49.4% |
| 10Y | +109.4% | +420.7% | -311.3% | +6.1% |
| All | +246.4% | +485.7% | -239.3% | +28.0% |
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