+78.8%
CNQ vs BTG
+94.8%
-16.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.6% |
| 7D | +0.1% | -3.8% | +3.9% | +0.4% |
| 30D | +6.2% | +3.6% | +2.6% | +5.8% |
| 3M | +12.4% | +32.0% | -19.6% | +9.3% |
| 6M | +9.0% | +3.4% | +5.7% | +8.4% |
| YTD | +52.2% | +20.8% | +31.4% | +46.6% |
| 1Y | +65.0% | +22.4% | +42.6% | +56.9% |
| 3Y | +78.8% | +91.7% | -12.9% | +50.7% |
| All | +78.8% | +94.8% | -16.0% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling