+379.1%
V vs CNQ
+426.2%
-47.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +3.1% | +6.2% | -3.1% | +1.6% |
| 3M | +16.3% | +12.4% | +4.0% | +13.0% |
| 6M | +20.4% | +9.0% | +11.4% | +17.1% |
| YTD | +6.3% | +52.2% | -45.9% | -4.6% |
| 1Y | +8.7% | +65.0% | -56.3% | -4.4% |
| 3Y | +53.3% | +78.8% | -25.5% | +29.3% |
| 5Y | +71.1% | +286.0% | -214.9% | +16.2% |
| All | +379.1% | +426.2% | -47.1% | +161.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling