+73.2%
CVE vs ACI
-38.5%
+111.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.3% |
| 7D | +2.5% | +0.2% | +2.3% | +2.5% |
| 30D | +16.7% | +5.9% | +10.8% | +16.1% |
| 3M | +9.3% | -19.8% | +29.0% | +11.7% |
| 6M | +43.6% | -24.7% | +68.3% | +48.2% |
| YTD | +93.6% | -24.4% | +118.0% | +99.3% |
| 1Y | +98.8% | -31.5% | +130.2% | +108.6% |
| All | +73.2% | -38.5% | +111.7% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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