-1.3%
BND vs CVE
+317.2%
-318.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | 0.0% |
| 7D | -0.1% | +2.5% | -2.6% | -0.1% |
| 30D | -0.4% | +16.7% | -17.1% | -0.1% |
| 3M | -0.6% | +9.3% | -9.9% | -0.5% |
| 6M | -1.4% | +43.6% | -45.0% | -1.0% |
| YTD | -0.2% | +93.6% | -93.8% | +0.5% |
| 1Y | +1.3% | +98.8% | -97.5% | +2.1% |
| 3Y | +13.2% | +73.6% | -60.4% | +13.9% |
| All | -1.3% | +317.2% | -318.5% | +1.4% |
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