+192.9%
XOM vs CNQ
+426.2%
-233.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.7% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | +4.6% | +6.2% | -1.6% | +1.5% |
| 3M | +14.0% | +12.4% | +1.6% | +7.4% |
| 6M | +11.0% | +9.0% | +1.9% | +5.9% |
| YTD | +40.7% | +52.2% | -11.5% | +13.8% |
| 1Y | +52.3% | +65.0% | -12.7% | +18.1% |
| 3Y | +60.5% | +78.8% | -18.4% | +17.5% |
| 5Y | +266.4% | +286.0% | -19.6% | +87.5% |
| All | +192.9% | +426.2% | -233.3% | +18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling