-20.7%
IBIT vs CNQ
+61.9%
-82.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -7.4% | +10.3% | +2.2% |
| 7D | -1.8% | -9.4% | +7.7% | -2.6% |
| 30D | -6.7% | +2.8% | -9.4% | -6.6% |
| 3M | +24.6% | +8.5% | +16.1% | +24.9% |
| 6M | -0.2% | +6.4% | -6.5% | -0.1% |
| YTD | -8.7% | +50.9% | -59.6% | -14.1% |
| 1Y | -20.7% | +62.8% | -83.6% | -24.0% |
| All | -20.7% | +61.9% | -82.6% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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