+53.7%
XOM vs CNQ
+74.3%
-20.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.8% |
| 7D | +3.5% | +0.6% | +2.9% | +3.2% |
| 30D | +3.8% | +5.8% | -2.1% | +0.6% |
| 3M | +13.0% | +13.3% | -0.3% | +5.4% |
| 6M | +7.1% | +6.9% | +0.2% | +2.9% |
| YTD | +39.9% | +53.0% | -13.0% | +11.1% |
| 1Y | +51.4% | +66.0% | -14.6% | +14.8% |
| 3Y | +53.7% | +74.3% | -20.6% | +11.0% |
| All | +53.7% | +74.3% | -20.6% | +11.0% |
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 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