+64.9%
VZ vs CNQ
+426.2%
-361.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.8% | +1.3% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +7.7% | +6.2% | +1.5% | +7.1% |
| 3M | +9.7% | +12.4% | -2.7% | +8.4% |
| 6M | +3.1% | +9.0% | -5.9% | +2.1% |
| YTD | +30.5% | +52.2% | -21.7% | +25.4% |
| 1Y | +22.5% | +65.0% | -42.5% | +16.8% |
| 3Y | +82.4% | +78.8% | +3.5% | +71.1% |
| 5Y | +28.0% | +286.0% | -258.0% | +11.4% |
| All | +64.9% | +426.2% | -361.3% | +33.3% |
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