+5,556.5%
CNQ vs BEN
+509.2%
+5,047.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +0.1% | -3.1% | +3.2% | +1.6% |
| 30D | +6.2% | +0.2% | +6.0% | +5.9% |
| 3M | +12.4% | +6.8% | +5.5% | +8.0% |
| 6M | +9.0% | +38.1% | -29.1% | -8.7% |
| YTD | +52.2% | +44.3% | +7.9% | +24.0% |
| 1Y | +65.0% | +42.6% | +22.5% | +34.5% |
| 3Y | +78.8% | +52.3% | +26.5% | +35.0% |
| 5Y | +286.0% | +37.6% | +248.3% | +193.4% |
| 10Y | +420.7% | +55.4% | +365.3% | +249.3% |
| All | +5,556.5% | +509.2% | +5,047.4% | +2,735.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling