+1,188.5%
WDC vs CNQ
+426.2%
+762.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.8% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | -1.5% | +6.2% | -7.7% | -3.8% |
| 3M | -15.5% | +12.4% | -27.9% | -19.6% |
| 6M | +66.5% | +9.0% | +57.4% | +58.5% |
| YTD | +159.9% | +52.2% | +107.6% | +115.8% |
| 1Y | +366.0% | +65.0% | +300.9% | +273.1% |
| 3Y | +1,285.8% | +78.8% | +1,207.0% | +950.8% |
| 5Y | +925.6% | +286.0% | +639.6% | +456.3% |
| All | +1,188.5% | +426.2% | +762.3% | +442.2% |
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 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