+29.3%
V vs CNQ
+61.9%
-32.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -7.4% | +11.2% | +2.8% |
| 7D | +9.0% | -9.4% | +18.4% | +7.6% |
| 30D | +18.1% | +2.8% | +15.3% | +18.3% |
| 3M | +18.3% | +8.5% | +9.9% | +19.5% |
| 6M | +34.1% | +6.4% | +27.7% | +35.3% |
| YTD | +25.2% | +50.9% | -25.7% | +35.6% |
| 1Y | +29.3% | +62.8% | -33.5% | +41.5% |
| All | +29.3% | +61.9% | -32.5% | +41.5% |
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