+415.5%
CNQ vs BB
+1.6%
+413.9%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.8% |
| 7D | +0.1% | -0.4% | +0.5% | +0.2% |
| 30D | +6.2% | -12.5% | +18.7% | +8.2% |
| 3M | +12.4% | -17.4% | +29.8% | +14.3% |
| 6M | +9.0% | +119.1% | -110.1% | -7.3% |
| YTD | +52.2% | +102.4% | -50.2% | +30.9% |
| 1Y | +65.0% | +98.2% | -33.2% | +41.4% |
| 3Y | +78.8% | +46.9% | +31.9% | +53.3% |
| 5Y | +286.0% | -26.4% | +312.4% | +261.7% |
| All | +415.5% | +1.6% | +413.9% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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