+58.6%
CVE vs A
+61.4%
-2.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.0% | +0.3% | -2.4% |
| 7D | -14.1% | -5.2% | -8.9% | -13.6% |
| 30D | -11.6% | +1.4% | -13.1% | -11.8% |
| 3M | 0.0% | +21.9% | -21.9% | -2.6% |
| 6M | -8.4% | +46.7% | -55.0% | -13.7% |
| YTD | +65.9% | +27.2% | +38.7% | +60.8% |
| 1Y | +69.4% | +17.9% | +51.5% | +67.4% |
| All | +58.6% | +61.4% | -2.9% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling