+906.3%
XBI vs CNQ
+485.7%
+420.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.5% |
| 3M | +17.8% | +12.4% | +5.4% | +14.0% |
| 6M | +23.7% | +9.0% | +14.7% | +19.8% |
| YTD | +28.2% | +52.2% | -24.0% | +13.9% |
| 1Y | +64.0% | +65.0% | -1.1% | +42.4% |
| 3Y | +99.4% | +78.8% | +20.6% | +66.8% |
| 5Y | +19.3% | +286.0% | -266.6% | -20.0% |
| 10Y | +158.7% | +420.7% | -262.0% | +44.4% |
| All | +906.3% | +485.7% | +420.6% | +338.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling