+122.9%
WFC vs CNQ
+278.6%
-155.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.1% |
| 7D | +0.4% | +0.1% | +0.2% | +0.3% |
| 30D | +1.5% | +6.2% | -4.7% | -0.1% |
| 3M | +10.2% | +12.4% | -2.2% | +6.6% |
| 6M | +18.8% | +9.0% | +9.8% | +15.1% |
| YTD | -1.5% | +52.2% | -53.7% | -13.9% |
| 1Y | +13.5% | +65.0% | -51.5% | -3.4% |
| 3Y | +135.0% | +78.8% | +56.1% | +89.5% |
| All | +122.9% | +278.6% | -155.8% | +32.2% |
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 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