+11.4%
WBD vs CNQ
+426.2%
-414.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -0.7% | +0.1% | -0.9% | -0.8% |
| 30D | +1.4% | +6.2% | -4.8% | -0.5% |
| 3M | +4.4% | +12.4% | -8.0% | +0.4% |
| 6M | +0.8% | +9.0% | -8.2% | -2.8% |
| YTD | -2.7% | +52.2% | -54.9% | -15.8% |
| 1Y | +73.4% | +65.0% | +8.4% | +46.0% |
| 3Y | +142.1% | +78.8% | +63.3% | +97.3% |
| 5Y | +7.2% | +286.0% | -278.8% | -30.4% |
| All | +11.4% | +426.2% | -414.9% | -39.1% |
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