+203.6%
BKR vs CVE
+350.0%
-146.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.3% | -0.9% |
| 7D | -1.5% | +2.0% | -3.5% | -2.6% |
| 30D | -0.7% | +13.2% | -13.9% | -7.2% |
| 3M | +0.5% | +21.7% | -21.2% | -10.2% |
| 6M | +6.6% | +48.4% | -41.7% | -15.2% |
| YTD | +41.3% | +100.1% | -58.8% | -5.4% |
| 1Y | +42.2% | +107.8% | -65.6% | -7.0% |
| 3Y | +83.4% | +76.9% | +6.6% | +27.1% |
| 5Y | +203.6% | +346.2% | -142.6% | +30.7% |
| All | +203.6% | +350.0% | -146.4% | +30.7% |
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