+55.7%
ZTS vs CNQ
+426.2%
-370.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.2% |
| 7D | -3.7% | +0.1% | -3.9% | -3.8% |
| 30D | -0.8% | +6.2% | -7.0% | -1.8% |
| 3M | -9.7% | +12.4% | -22.1% | -11.5% |
| 6M | -38.4% | +9.0% | -47.4% | -39.5% |
| YTD | -41.1% | +52.2% | -93.3% | -45.3% |
| 1Y | -50.6% | +65.0% | -115.7% | -54.9% |
| 3Y | -59.1% | +78.8% | -138.0% | -63.7% |
| 5Y | -62.7% | +286.0% | -348.7% | -71.4% |
| All | +55.7% | +426.2% | -370.5% | +0.1% |
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