+120.2%
BKR vs CNQ
+426.2%
-306.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | -8.1% | +6.2% | -14.3% | -11.4% |
| 3M | -6.6% | +12.4% | -19.0% | -13.1% |
| 6M | +0.9% | +9.0% | -8.2% | -5.5% |
| YTD | +31.1% | +52.2% | -21.1% | +0.7% |
| 1Y | +27.7% | +65.0% | -37.3% | -6.5% |
| 3Y | +71.2% | +78.8% | -7.6% | +17.9% |
| 5Y | +177.6% | +286.0% | -108.3% | +24.4% |
| All | +120.2% | +426.2% | -306.1% | -22.6% |
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