+95.2%
CNC vs BTG
+159.3%
-64.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -0.9% | -3.8% | +2.8% | -0.8% |
| 30D | -1.0% | +3.6% | -4.6% | -1.2% |
| 3M | +4.5% | +32.0% | -27.5% | +3.2% |
| 6M | +85.2% | +3.4% | +81.9% | +84.2% |
| YTD | +61.4% | +20.8% | +40.6% | +59.2% |
| 1Y | +94.9% | +22.4% | +72.5% | +91.6% |
| 3Y | 0.0% | +91.7% | -91.7% | -4.6% |
| 5Y | +11.2% | +79.0% | -67.8% | +6.0% |
| All | +95.2% | +159.3% | -64.0% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling