+78.8%
CNQ vs BR
-5.3%
+84.2%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.1% | -3.0% | +3.1% | +0.4% |
| 30D | +6.2% | -0.3% | +6.5% | +6.2% |
| 3M | +12.4% | +17.3% | -4.9% | +10.3% |
| 6M | +9.0% | -6.7% | +15.7% | +10.3% |
| YTD | +52.2% | -23.4% | +75.7% | +60.2% |
| 1Y | +65.0% | -32.7% | +97.7% | +79.9% |
| 3Y | +78.8% | -5.9% | +84.7% | +66.3% |
| All | +78.8% | -5.3% | +84.2% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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