+62.0%
CVE vs A
+16.3%
+45.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.4% |
| 7D | +4.6% | +0.7% | +3.9% | +4.8% |
| 30D | -12.0% | +0.8% | -12.8% | -11.8% |
| 3M | -3.8% | +16.9% | -20.7% | -1.1% |
| 6M | -2.7% | +53.8% | -56.5% | +4.7% |
| YTD | +73.6% | +28.1% | +45.5% | +82.9% |
| 1Y | +62.0% | +15.0% | +47.0% | +70.4% |
| All | +62.0% | +16.3% | +45.7% | +70.4% |
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