+320.2%
CVE vs ARWR
+28.5%
+291.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +2.5% | +1.7% | +0.8% | +2.4% |
| 30D | +16.7% | -0.7% | +17.4% | +16.7% |
| 3M | +9.3% | +14.9% | -5.6% | +7.7% |
| 6M | +43.6% | +32.6% | +11.0% | +39.0% |
| YTD | +93.6% | +30.0% | +63.5% | +87.4% |
| 1Y | +98.8% | +208.4% | -109.6% | +75.2% |
| 3Y | +73.6% | +208.8% | -135.2% | +44.2% |
| All | +320.2% | +28.5% | +291.7% | +274.1% |
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