+97.7%
USB vs CNQ
+73.7%
+24.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | +2.1% | -1.8% | +3.8% | +2.4% |
| 30D | -2.3% | +11.8% | -14.1% | -4.3% |
| 3M | +13.9% | +11.1% | +2.7% | +11.5% |
| 6M | +21.6% | +12.1% | +9.5% | +17.9% |
| YTD | +19.3% | +53.4% | -34.0% | +5.5% |
| 1Y | +33.6% | +71.4% | -37.8% | +13.6% |
| 3Y | +97.7% | +75.8% | +22.0% | +58.9% |
| All | +97.7% | +73.7% | +24.1% | +58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling