+109.8%
CVE vs BTG
+29.7%
+80.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.9% | +5.4% | +2.4% |
| 7D | +0.2% | +4.8% | -4.6% | +0.3% |
| 30D | +17.5% | +8.3% | +9.1% | +17.7% |
| 3M | +16.2% | +32.3% | -16.1% | +17.0% |
| 6M | +47.8% | +3.0% | +44.8% | +50.4% |
| YTD | +98.5% | +21.9% | +76.6% | +99.4% |
| 1Y | +109.8% | +28.2% | +81.6% | +111.8% |
| All | +109.8% | +29.7% | +80.1% | +111.8% |
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