+24.8%
USAR vs CNQ
+65.4%
-40.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.9% | -0.7% |
| 7D | -2.1% | +3.0% | -5.1% | -1.5% |
| 30D | +2.6% | +12.8% | -10.1% | +5.2% |
| 3M | -35.0% | +7.0% | -42.0% | -33.6% |
| 6M | -6.9% | +16.5% | -23.4% | -6.2% |
| YTD | +48.0% | +52.0% | -4.0% | +44.7% |
| 1Y | +24.8% | +64.1% | -39.3% | +20.9% |
| All | +24.8% | +65.4% | -40.6% | +20.9% |
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