+89.9%
CVE vs BTG
+743.4%
-653.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | +2.5% | -0.9% | +3.4% | +2.5% |
| 30D | +16.7% | +36.8% | -20.1% | +11.7% |
| 3M | +9.3% | +23.1% | -13.8% | +5.6% |
| 6M | +43.6% | +3.5% | +40.1% | +40.7% |
| YTD | +93.6% | +25.5% | +68.1% | +84.0% |
| 1Y | +98.8% | +40.1% | +58.7% | +84.9% |
| 3Y | +73.6% | +101.1% | -27.5% | +50.9% |
| 5Y | +312.5% | +70.6% | +241.9% | +263.2% |
| 10Y | +161.0% | +152.1% | +8.9% | +109.8% |
| All | +89.9% | +743.4% | -653.5% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling