+72.1%
CVE vs BTG
+83.9%
-11.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +1.9% |
| 7D | +4.6% | -5.9% | +10.5% | +4.9% |
| 30D | -12.0% | -5.0% | -7.0% | -11.8% |
| 3M | -3.8% | -4.5% | +0.7% | -3.8% |
| 6M | -2.7% | -7.0% | +4.3% | -2.4% |
| YTD | +73.6% | +11.4% | +62.2% | +68.1% |
| 1Y | +62.0% | +20.1% | +41.9% | +54.8% |
| All | +72.1% | +83.9% | -11.9% | +43.4% |
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