+99.4%
XBI vs CNQ
+73.2%
+26.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -4.6% | +0.1% | -4.8% | -4.7% |
| 30D | -2.0% | +6.2% | -8.2% | -2.8% |
| 3M | +17.8% | +12.4% | +5.4% | +15.8% |
| 6M | +23.7% | +9.0% | +14.7% | +21.5% |
| YTD | +28.2% | +52.2% | -24.0% | +16.7% |
| 1Y | +64.0% | +65.0% | -1.1% | +46.0% |
| 3Y | +99.4% | +78.8% | +20.6% | +66.6% |
| All | +99.4% | +73.2% | +26.2% | +66.6% |
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