-13.6%
BX vs CNQ
+60.9%
-74.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.5% | -3.1% | -4.9% |
| 7D | +0.3% | -11.2% | +11.5% | -2.0% |
| 30D | +6.7% | +1.7% | +5.0% | +6.7% |
| 3M | -11.1% | +10.3% | -21.4% | -9.8% |
| 6M | -0.4% | +4.3% | -4.7% | +0.1% |
| YTD | -19.1% | +48.7% | -67.8% | -22.8% |
| 1Y | -13.6% | +57.9% | -71.5% | -18.1% |
| All | -13.6% | +60.9% | -74.4% | -18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling