+299.6%
ASX vs CVE
+54.6%
+245.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.7% | -18.0% | -20.1% |
| 7D | -33.3% | -14.1% | -19.2% | -31.0% |
| 30D | -36.5% | -11.6% | -24.8% | -34.7% |
| 3M | -19.2% | 0.0% | -19.2% | -19.4% |
| 6M | -10.2% | -8.4% | -1.8% | -8.9% |
| YTD | +86.5% | +65.9% | +20.5% | +56.0% |
| 1Y | +89.6% | +69.4% | +20.2% | +57.0% |
| All | +299.6% | +54.6% | +245.0% | +226.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling