+2,889.2%
V vs CNQ
+412.3%
+2,476.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.4% |
| 3M | +16.3% | +12.4% | +4.0% | +12.4% |
| 6M | +20.4% | +9.0% | +11.4% | +16.6% |
| YTD | +6.3% | +52.2% | -45.9% | -6.0% |
| 1Y | +8.7% | +65.0% | -56.3% | -6.1% |
| 3Y | +53.3% | +78.8% | -25.5% | +26.7% |
| 5Y | +71.1% | +286.0% | -214.9% | +11.8% |
| 10Y | +388.8% | +420.7% | -31.9% | +159.4% |
| All | +2,889.2% | +412.3% | +2,476.8% | +1,289.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling