-56.0%
USAR vs CNQ
+60.9%
-116.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.1% | -9.9% |
| 7D | -29.5% | -11.2% | -18.3% | -31.7% |
| 30D | -46.0% | +1.7% | -47.7% | -45.3% |
| 3M | -56.8% | +10.3% | -67.1% | -55.1% |
| 6M | -72.9% | +4.3% | -77.2% | -72.2% |
| YTD | -37.6% | +48.7% | -86.4% | -36.1% |
| 1Y | -56.0% | +57.9% | -113.9% | -56.8% |
| All | -56.0% | +60.9% | -116.9% | -56.8% |
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