+392.6%
ASX vs CVE
+72.1%
+320.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -1.5% |
| 3M | -1.3% | +9.3% | -10.6% | -3.2% |
| 6M | +71.4% | +43.6% | +27.8% | +54.1% |
| YTD | +135.3% | +93.6% | +41.7% | +92.2% |
| 1Y | +267.5% | +98.8% | +168.7% | +196.1% |
| All | +392.6% | +72.1% | +320.6% | +281.1% |
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