+406.7%
BNY vs CNQ
+426.2%
-19.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | +6.2% | -6.4% | -2.0% |
| 3M | +14.9% | +12.4% | +2.6% | +10.6% |
| 6M | +40.0% | +9.0% | +31.0% | +35.0% |
| YTD | +42.0% | +52.2% | -10.2% | +23.3% |
| 1Y | +56.9% | +65.0% | -8.2% | +32.6% |
| 3Y | +289.9% | +78.8% | +211.0% | +214.1% |
| 5Y | +259.2% | +286.0% | -26.8% | +121.3% |
| All | +406.7% | +426.2% | -19.5% | +147.0% |
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