+57.5%
CVE vs A
+22.0%
+35.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.1% |
| 7D | -10.0% | +1.4% | -11.4% | -9.8% |
| 30D | -11.9% | +4.3% | -16.2% | -11.2% |
| 3M | -5.9% | +19.8% | -25.7% | -3.0% |
| 6M | -1.6% | +54.4% | -55.9% | +5.8% |
| YTD | +66.3% | +31.7% | +34.6% | +75.8% |
| 1Y | +57.5% | +22.4% | +35.1% | +66.9% |
| All | +57.5% | +22.0% | +35.5% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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