+75.8%
BA vs CNQ
+426.2%
-350.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +3.0% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | -9.0% | +6.2% | -15.2% | -11.5% |
| 3M | -5.0% | +12.4% | -17.4% | -10.7% |
| 6M | -1.7% | +9.0% | -10.7% | -7.8% |
| YTD | -3.1% | +52.2% | -55.3% | -22.3% |
| 1Y | -4.3% | +65.0% | -69.4% | -26.5% |
| 3Y | -0.3% | +78.8% | -79.1% | -28.9% |
| 5Y | +0.1% | +286.0% | -285.9% | -53.8% |
| All | +75.8% | +426.2% | -350.4% | -42.1% |
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