+134.2%
BP vs CNQ
+426.2%
-292.1%
-63.9%
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% | +0.4% |
| 7D | +5.2% | +0.1% | +5.1% | +5.2% |
| 30D | +8.7% | +6.2% | +2.5% | +5.1% |
| 3M | +9.3% | +12.4% | -3.0% | +2.5% |
| 6M | +13.6% | +9.0% | +4.6% | +8.0% |
| YTD | +37.7% | +52.2% | -14.5% | +8.5% |
| 1Y | +40.6% | +65.0% | -24.4% | +5.8% |
| 3Y | +40.3% | +78.8% | -38.5% | -0.9% |
| 5Y | +141.4% | +286.0% | -144.6% | +10.5% |
| All | +134.2% | +426.2% | -292.1% | -21.9% |
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