+1,285.8%
WDC vs CNQ
+73.2%
+1,212.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -3.1% |
| 3M | -15.5% | +12.4% | -27.9% | -18.1% |
| 6M | +66.5% | +9.0% | +57.4% | +61.3% |
| YTD | +159.9% | +52.2% | +107.6% | +121.6% |
| 1Y | +366.0% | +65.0% | +300.9% | +283.4% |
| 3Y | +1,285.8% | +78.8% | +1,207.0% | +1,021.8% |
| All | +1,285.8% | +73.2% | +1,212.6% | +1,021.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling