+3.6%
WBD vs CNQ
+278.6%
-275.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.0% |
| 3M | +4.4% | +12.4% | -8.0% | -0.6% |
| 6M | +0.8% | +9.0% | -8.2% | -3.7% |
| YTD | -2.7% | +52.2% | -54.9% | -19.6% |
| 1Y | +73.4% | +65.0% | +8.4% | +37.8% |
| 3Y | +142.1% | +78.8% | +63.3% | +81.6% |
| All | +3.6% | +278.6% | -275.0% | -43.5% |
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