+414.3%
ASX vs CVE
+148.3%
+265.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.7% | -18.0% | -20.1% |
| 7D | -33.3% | -14.1% | -19.2% | -30.8% |
| 30D | -36.5% | -11.6% | -24.8% | -34.6% |
| 3M | -19.2% | 0.0% | -19.2% | -19.4% |
| 6M | -10.2% | -8.4% | -1.8% | -9.1% |
| YTD | +86.5% | +65.9% | +20.5% | +59.2% |
| 1Y | +89.6% | +69.4% | +20.2% | +60.5% |
| 3Y | +298.6% | +55.9% | +242.7% | +234.6% |
| 5Y | +414.3% | +146.2% | +268.1% | +267.1% |
| All | +414.3% | +148.3% | +265.9% | +267.1% |
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 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