+57.9%
CNQ vs BTG
+30.1%
+27.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.1% | -4.6% | -1.3% |
| 7D | -11.2% | +5.6% | -16.8% | -10.8% |
| 30D | +1.7% | +1.2% | +0.6% | +2.1% |
| 3M | +10.3% | +29.0% | -18.7% | +11.4% |
| 6M | +4.3% | +25.4% | -21.1% | +5.4% |
| YTD | +48.7% | +18.3% | +30.4% | +47.8% |
| 1Y | +57.9% | +32.4% | +25.5% | +55.6% |
| All | +57.9% | +30.1% | +27.8% | +55.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling