+78.8%
CNQ vs BEN
+51.0%
+27.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -3.1% | +3.2% | +0.6% |
| 30D | +6.2% | +0.2% | +6.0% | +6.1% |
| 3M | +12.4% | +6.8% | +5.5% | +10.8% |
| 6M | +9.0% | +38.1% | -29.1% | +1.9% |
| YTD | +52.2% | +44.3% | +7.9% | +40.2% |
| 1Y | +65.0% | +42.6% | +22.5% | +52.3% |
| 3Y | +78.8% | +52.3% | +26.5% | +52.5% |
| All | +78.8% | +51.0% | +27.9% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling