+275.1%
BLK vs CNQ
+426.2%
-151.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | -6.5% | +6.2% | -12.7% | -8.0% |
| 3M | +6.7% | +12.4% | -5.6% | +3.3% |
| 6M | +14.7% | +9.0% | +5.7% | +11.0% |
| YTD | +2.5% | +52.2% | -49.7% | -9.4% |
| 1Y | -2.8% | +65.0% | -67.8% | -16.1% |
| 3Y | +65.9% | +78.8% | -13.0% | +37.4% |
| 5Y | +33.0% | +286.0% | -253.0% | -11.5% |
| All | +275.1% | +426.2% | -151.1% | +108.7% |
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 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