+26.9%
WMT vs CNQ
+60.9%
-34.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.3% | -1.2% |
| 7D | +5.3% | -11.2% | +16.5% | +4.8% |
| 30D | +19.1% | +1.7% | +17.4% | +18.7% |
| 3M | +14.0% | +10.3% | +3.7% | +13.3% |
| 6M | -1.9% | +4.3% | -6.2% | -3.0% |
| YTD | +15.4% | +48.7% | -33.3% | +10.2% |
| 1Y | +26.9% | +57.9% | -31.0% | +21.0% |
| All | +26.9% | +60.9% | -34.0% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling