-22.5%
ACN vs CVE
+142.8%
-165.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.7% |
| 7D | +0.9% | -16.1% | +17.0% | +2.6% |
| 30D | +33.5% | -10.4% | +43.9% | +34.8% |
| 3M | +53.5% | -2.4% | +55.8% | +53.3% |
| 6M | +52.2% | -4.4% | +56.7% | +52.0% |
| YTD | -0.1% | +64.9% | -65.1% | -7.1% |
| 1Y | +11.0% | +66.0% | -55.0% | +3.1% |
| 3Y | -11.8% | +57.7% | -69.4% | -19.2% |
| All | -22.5% | +142.8% | -165.3% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 5y: compounded portfolio wealth divided by compounded CVE 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…
5y analysis · Full analysis span regression · 6 months rolling