-8.0%
BA vs CNQ
+65.4%
-73.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +0.5% |
| 7D | +1.2% | +3.0% | -1.8% | +2.0% |
| 30D | -11.6% | +12.8% | -24.4% | -8.7% |
| 3M | -2.4% | +7.0% | -9.4% | +0.1% |
| 6M | -6.6% | +16.5% | -23.1% | -3.9% |
| YTD | -2.2% | +52.0% | -54.3% | 0.0% |
| 1Y | -8.0% | +64.1% | -72.1% | -6.6% |
| All | -8.0% | +65.4% | -73.4% | -6.6% |
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