+64.4%
IBIT vs CNQ
+68.0%
-3.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.5% |
| 7D | -3.2% | -0.8% | -2.5% | -3.1% |
| 30D | +22.0% | +5.3% | +16.7% | +20.5% |
| 3M | +21.4% | +11.4% | +10.0% | +18.1% |
| 6M | +9.2% | +8.1% | +1.2% | +6.2% |
| YTD | -11.8% | +50.9% | -62.7% | -23.8% |
| 1Y | -32.7% | +63.6% | -96.3% | -43.7% |
| All | +64.4% | +68.0% | -3.6% | +33.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling