+2.5%
BKR vs CVE
+60.9%
-58.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.7% | +0.8% | +2.5% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -11.6% | -10.8% | -0.8% | -8.4% |
| 3M | -23.4% | -4.3% | -19.1% | -22.7% |
| 6M | -22.9% | -1.5% | -21.4% | -23.9% |
| YTD | +10.2% | +70.7% | -60.5% | -12.5% |
| 1Y | +2.5% | +58.1% | -55.6% | -15.5% |
| All | +2.5% | +60.9% | -58.4% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling