+497.8%
BNY vs CNQ
+5,432.5%
-4,934.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.2% |
| 3M | +14.9% | +12.4% | +2.6% | +10.1% |
| 6M | +40.0% | +9.0% | +31.0% | +34.3% |
| YTD | +42.0% | +52.2% | -10.2% | +21.5% |
| 1Y | +56.9% | +65.0% | -8.2% | +30.3% |
| 3Y | +289.9% | +78.8% | +211.0% | +207.7% |
| 5Y | +259.2% | +286.0% | -26.8% | +112.4% |
| 10Y | +413.3% | +420.7% | -7.4% | +139.3% |
| All | +497.8% | +5,432.5% | -4,934.7% | +66.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling