+98.8%
CVE vs ADVB
+5.8%
+92.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | +2.5% | -3.8% | +6.3% | +2.5% |
| 30D | +16.7% | +17.6% | -0.8% | +16.4% |
| 3M | +9.3% | +119.1% | -109.9% | +8.9% |
| 6M | +43.6% | +103.4% | -59.8% | +43.0% |
| YTD | +93.6% | +59.8% | +33.7% | +91.9% |
| 1Y | +98.8% | +8.5% | +90.2% | +94.0% |
| All | +98.8% | +5.8% | +92.9% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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