+2,296.1%
ASX vs CVE
+67.4%
+2,228.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -7.6% | +3.7% | -2.3% |
| 7D | -14.6% | -12.1% | -2.5% | -12.3% |
| 30D | -21.1% | -9.8% | -11.3% | -19.4% |
| 3M | -3.1% | -0.7% | -2.4% | -3.2% |
| 6M | +17.4% | -4.3% | +21.7% | +17.3% |
| YTD | +135.3% | +70.6% | +64.7% | +105.7% |
| 1Y | +146.5% | +73.2% | +73.3% | +114.4% |
| 3Y | +403.1% | +60.3% | +342.8% | +337.7% |
| 5Y | +551.7% | +159.3% | +392.4% | +397.9% |
| 10Y | +923.7% | +147.4% | +776.2% | +565.5% |
| All | +2,296.1% | +67.4% | +2,228.8% | +1,521.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling