+60.7%
BMY vs CNQ
+426.2%
-365.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | -0.1% | +6.2% | -6.3% | -0.8% |
| 3M | +13.1% | +12.4% | +0.7% | +11.6% |
| 6M | +8.4% | +9.0% | -0.6% | +7.0% |
| YTD | +22.0% | +52.2% | -30.2% | +15.7% |
| 1Y | +40.3% | +65.0% | -24.7% | +31.7% |
| 3Y | +20.5% | +78.8% | -58.3% | +10.9% |
| 5Y | +23.7% | +286.0% | -262.3% | +1.2% |
| All | +60.7% | +426.2% | -365.5% | +17.9% |
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