-0.3%
BA vs CNQ
+73.2%
-73.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.3% | +2.8% |
| 7D | -0.8% | +0.1% | -1.0% | -0.9% |
| 30D | -9.0% | +6.2% | -15.2% | -9.6% |
| 3M | -5.0% | +12.4% | -17.4% | -6.4% |
| 6M | -1.7% | +9.0% | -10.7% | -3.4% |
| YTD | -3.1% | +52.2% | -55.3% | -12.8% |
| 1Y | -4.3% | +65.0% | -69.4% | -16.2% |
| 3Y | -0.3% | +78.8% | -79.1% | -16.3% |
| All | -0.3% | +73.2% | -73.5% | -16.3% |
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