+321.0%
VZ vs CNQ
+5,523.4%
-5,202.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | +5.8% | +8.7% | -2.9% | +4.6% |
| 3M | +10.5% | +15.8% | -5.3% | +8.3% |
| 6M | +1.8% | +13.3% | -11.5% | -0.2% |
| YTD | +28.3% | +54.7% | -26.5% | +20.8% |
| 1Y | +22.0% | +69.5% | -47.6% | +13.5% |
| 3Y | +81.8% | +77.3% | +4.5% | +66.2% |
| 5Y | +25.3% | +290.3% | -265.0% | +2.0% |
| 10Y | +64.4% | +429.3% | -364.9% | +20.0% |
| All | +321.0% | +5,523.4% | -5,202.4% | +174.2% |
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