+198.3%
WELL vs CNQ
+73.2%
+125.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | -0.2% | +0.1% | -0.4% | -0.2% |
| 30D | +2.3% | +6.2% | -3.9% | +2.1% |
| 3M | +12.3% | +12.4% | -0.1% | +11.7% |
| 6M | +15.6% | +9.0% | +6.6% | +15.0% |
| YTD | +28.3% | +52.2% | -23.9% | +25.3% |
| 1Y | +41.9% | +65.0% | -23.1% | +37.9% |
| 3Y | +198.3% | +78.8% | +119.5% | +184.3% |
| All | +198.3% | +73.2% | +125.1% | +184.3% |
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