+15.2%
BABA vs CNQ
+426.2%
-411.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +0.8% |
| 7D | -3.5% | +0.1% | -3.6% | -3.5% |
| 30D | -12.7% | +6.2% | -18.9% | -13.9% |
| 3M | -3.0% | +12.4% | -15.4% | -5.6% |
| 6M | -19.1% | +9.0% | -28.1% | -21.2% |
| YTD | -24.7% | +52.2% | -77.0% | -32.0% |
| 1Y | -29.0% | +65.0% | -94.1% | -37.1% |
| 3Y | +30.9% | +78.8% | -47.9% | +12.9% |
| 5Y | -30.9% | +286.0% | -316.9% | -48.9% |
| All | +15.2% | +426.2% | -411.0% | -23.3% |
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 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