+1,022.8%
NBIS vs CNQ
+49.2%
+973.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -13.4% | +6.2% | -19.6% | -16.4% |
| 3M | +1.0% | +12.4% | -11.3% | -6.3% |
| 6M | +100.5% | +9.0% | +91.5% | +86.5% |
| YTD | +168.3% | +52.2% | +116.1% | +92.3% |
| 1Y | +151.8% | +65.0% | +86.7% | +66.2% |
| All | +1,022.8% | +49.2% | +973.5% | +597.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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