-24.3%
UBER vs CNQ
+66.7%
-91.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -4.9% | +6.2% | -11.1% | -4.5% |
| 3M | +3.0% | +12.4% | -9.3% | +4.0% |
| 6M | -4.4% | +9.0% | -13.4% | -3.9% |
| YTD | -12.3% | +52.2% | -64.5% | -14.9% |
| 1Y | -24.3% | +65.0% | -89.3% | -27.9% |
| All | -24.3% | +66.7% | -91.0% | -27.9% |
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