+748.4%
ASX vs CVE
+136.1%
+612.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.6% | +7.0% | +6.5% |
| 7D | -19.9% | -16.1% | -3.8% | -17.2% |
| 30D | -30.9% | -10.4% | -20.5% | -29.5% |
| 3M | -15.1% | -2.4% | -12.7% | -14.8% |
| 6M | -6.5% | -4.4% | -2.0% | -6.3% |
| YTD | +98.4% | +64.9% | +33.5% | +77.8% |
| 1Y | +107.9% | +66.0% | +41.8% | +85.7% |
| 3Y | +325.3% | +57.7% | +267.6% | +277.8% |
| 5Y | +447.3% | +144.7% | +302.6% | +341.6% |
| All | +748.4% | +136.1% | +612.3% | +452.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling