+272.1%
CNQ vs BUD
+44.8%
+227.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.7% |
| 7D | +0.1% | -2.6% | +2.8% | +0.7% |
| 30D | +6.2% | -1.2% | +7.4% | +6.4% |
| 3M | +12.4% | -4.9% | +17.3% | +13.4% |
| 6M | +9.0% | +9.3% | -0.2% | +6.2% |
| YTD | +52.2% | +24.0% | +28.2% | +43.3% |
| 1Y | +65.0% | +34.5% | +30.5% | +51.7% |
| 3Y | +78.8% | +43.7% | +35.2% | +58.0% |
| All | +272.1% | +44.8% | +227.3% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling