+290.3%
CNQ vs GLDM
+143.2%
+147.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | -0.9% | +0.2% | -1.0% | -1.0% |
| 30D | +8.7% | +0.3% | +8.4% | +8.5% |
| 3M | +15.8% | +3.3% | +12.5% | +14.4% |
| 6M | +13.3% | -14.5% | +27.7% | +18.8% |
| YTD | +54.7% | +1.9% | +52.8% | +49.6% |
| 1Y | +69.5% | +21.1% | +48.4% | +49.5% |
| 3Y | +77.3% | +128.6% | -51.3% | +6.0% |
| 5Y | +290.3% | +143.8% | +146.6% | +129.1% |
| All | +290.3% | +143.2% | +147.1% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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