+228.4%
UNH vs CNQ
+426.2%
-197.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | -4.5% | +0.1% | -4.7% | -4.6% |
| 30D | -6.5% | +6.2% | -12.7% | -7.5% |
| 3M | -6.0% | +12.4% | -18.4% | -8.0% |
| 6M | +33.7% | +9.0% | +24.6% | +31.0% |
| YTD | +16.4% | +52.2% | -35.8% | +7.5% |
| 1Y | +10.1% | +65.0% | -55.0% | +0.1% |
| 3Y | -16.3% | +78.8% | -95.1% | -26.5% |
| 5Y | +2.1% | +286.0% | -283.9% | -25.1% |
| All | +228.4% | +426.2% | -197.8% | +99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling