+156.8%
BITO vs CNQ
+73.2%
+83.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -3.4% | +0.1% | -3.6% | -3.5% |
| 30D | +21.4% | +6.2% | +15.2% | +20.1% |
| 3M | +20.5% | +12.4% | +8.1% | +17.7% |
| 6M | +7.4% | +9.0% | -1.6% | +4.9% |
| YTD | -13.9% | +52.2% | -66.1% | -23.2% |
| 1Y | -35.1% | +65.0% | -100.1% | -43.5% |
| 3Y | +156.8% | +78.8% | +78.0% | +120.3% |
| All | +156.8% | +73.2% | +83.6% | +120.3% |
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