+4,742.5%
UNH vs CNQ
+5,432.5%
-690.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.6% |
| 3M | -6.0% | +12.4% | -18.4% | -8.3% |
| 6M | +33.7% | +9.0% | +24.6% | +30.7% |
| YTD | +16.4% | +52.2% | -35.8% | +6.6% |
| 1Y | +10.1% | +65.0% | -55.0% | -0.9% |
| 3Y | -16.3% | +78.8% | -95.1% | -27.3% |
| 5Y | +2.1% | +286.0% | -283.9% | -25.7% |
| 10Y | +233.1% | +420.7% | -187.7% | +107.4% |
| All | +4,742.5% | +5,432.5% | -690.0% | +1,999.4% |
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 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