-4.3%
BA vs CNQ
+66.7%
-71.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +2.6% |
| 7D | -0.8% | +0.1% | -1.0% | -0.8% |
| 30D | -9.0% | +6.2% | -15.2% | -7.4% |
| 3M | -5.0% | +12.4% | -17.4% | -1.7% |
| 6M | -1.7% | +9.0% | -10.7% | +1.2% |
| YTD | -3.1% | +52.2% | -55.3% | -0.7% |
| 1Y | -4.3% | +65.0% | -69.4% | -2.8% |
| All | -4.3% | +66.7% | -71.0% | -2.8% |
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