+588.7%
VLO vs CNQ
+278.6%
+310.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.6% |
| 7D | +5.3% | +0.1% | +5.2% | +5.2% |
| 30D | +18.2% | +6.2% | +12.0% | +13.6% |
| 3M | +53.3% | +12.4% | +41.0% | +41.8% |
| 6M | +70.4% | +9.0% | +61.4% | +60.6% |
| YTD | +143.4% | +52.2% | +91.2% | +84.8% |
| 1Y | +153.0% | +65.0% | +88.0% | +82.0% |
| 3Y | +195.0% | +78.8% | +116.1% | +94.4% |
| All | +588.7% | +278.6% | +310.1% | +175.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling