+1,003.0%
BE vs CNQ
+328.0%
+675.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.6% | +7.2% | +7.0% |
| 7D | +9.0% | +0.1% | +8.9% | +9.0% |
| 30D | +16.3% | +6.2% | +10.1% | +12.4% |
| 3M | +10.8% | +12.4% | -1.6% | +2.9% |
| 6M | +73.2% | +9.0% | +64.2% | +62.1% |
| YTD | +217.4% | +52.2% | +165.1% | +147.5% |
| 1Y | +309.8% | +65.0% | +244.8% | +205.1% |
| 3Y | +1,726.2% | +78.8% | +1,647.3% | +1,175.1% |
| 5Y | +1,306.2% | +286.0% | +1,020.2% | +537.4% |
| All | +1,003.0% | +328.0% | +675.0% | +285.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling