+1,264.4%
BE vs CNQ
+278.6%
+985.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.2% | +6.9% |
| 7D | +9.0% | +0.1% | +8.9% | +9.0% |
| 30D | +16.3% | +6.2% | +10.1% | +12.8% |
| 3M | +10.8% | +12.4% | -1.6% | +3.8% |
| 6M | +73.2% | +9.0% | +64.2% | +63.5% |
| YTD | +217.4% | +52.2% | +165.1% | +150.2% |
| 1Y | +309.8% | +65.0% | +244.8% | +208.4% |
| 3Y | +1,726.2% | +78.8% | +1,647.3% | +1,179.6% |
| All | +1,264.4% | +278.6% | +985.8% | +651.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling