+135.5%
CVE vs ARWR
-28.9%
+164.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.7% |
| 7D | -16.1% | -2.9% | -13.2% | -16.0% |
| 30D | -10.4% | -5.4% | -5.0% | -10.1% |
| 3M | -2.4% | -32.2% | +29.9% | +0.2% |
| 6M | -4.4% | -26.5% | +22.1% | -2.9% |
| YTD | +64.9% | -12.4% | +77.3% | +64.3% |
| 1Y | +66.0% | +46.9% | +19.2% | +56.7% |
| 3Y | +57.7% | +116.0% | -58.3% | +35.1% |
| All | +135.5% | -28.9% | +164.5% | +128.4% |
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