+256.9%
BNY vs CNQ
+278.6%
-21.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.7% |
| 3M | +14.9% | +12.4% | +2.6% | +11.4% |
| 6M | +40.0% | +9.0% | +31.0% | +35.8% |
| YTD | +42.0% | +52.2% | -10.2% | +25.4% |
| 1Y | +56.9% | +65.0% | -8.2% | +35.0% |
| 3Y | +289.9% | +78.8% | +211.0% | +218.8% |
| All | +256.9% | +278.6% | -21.7% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling