+49.9%
XLE vs CNQ
+61.9%
-12.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -7.4% | +2.6% | -0.6% |
| 7D | -7.2% | -9.4% | +2.2% | -1.9% |
| 30D | +0.1% | +2.8% | -2.6% | -1.2% |
| 3M | +9.2% | +8.5% | +0.7% | +4.6% |
| 6M | +8.4% | +6.4% | +2.0% | +4.6% |
| YTD | +44.9% | +50.9% | -6.0% | +18.9% |
| 1Y | +49.9% | +62.8% | -13.0% | +17.7% |
| All | +49.9% | +61.9% | -12.0% | +17.7% |
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