+861.6%
ASX vs CVE
+159.5%
+702.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -0.7% | +2.5% | -3.2% | -1.2% |
| 30D | +2.0% | +16.7% | -14.7% | -1.0% |
| 3M | -1.3% | +9.3% | -10.6% | -3.3% |
| 6M | +71.4% | +43.6% | +27.8% | +58.5% |
| YTD | +135.3% | +93.6% | +41.7% | +104.8% |
| 1Y | +267.5% | +98.8% | +168.7% | +217.5% |
| 3Y | +388.5% | +73.6% | +314.9% | +325.8% |
| 5Y | +417.1% | +312.5% | +104.6% | +281.1% |
| All | +861.6% | +159.5% | +702.1% | +516.5% |
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