+146.2%
CVE vs ARWR
-29.8%
+176.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.8% | +4.0% | -2.3% |
| 7D | -14.1% | -5.0% | -9.1% | -13.8% |
| 30D | -11.6% | -6.6% | -5.0% | -11.2% |
| 3M | 0.0% | -33.9% | +33.9% | +2.9% |
| 6M | -8.4% | -23.3% | +14.9% | -7.3% |
| YTD | +65.9% | -13.5% | +79.4% | +65.4% |
| 1Y | +69.4% | +42.5% | +26.9% | +60.3% |
| 3Y | +55.9% | +104.1% | -48.2% | +34.2% |
| 5Y | +146.2% | -28.8% | +175.0% | +137.8% |
| All | +146.2% | -29.8% | +176.0% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling