+134.5%
CVE vs AU
+733.6%
-599.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.0% |
| 7D | -16.1% | +16.5% | -32.7% | -17.4% |
| 30D | -10.4% | +3.3% | -13.6% | -10.8% |
| 3M | -2.4% | +6.8% | -9.2% | -3.4% |
| 6M | -4.4% | -3.9% | -0.5% | -5.0% |
| YTD | +64.9% | +12.9% | +52.0% | +59.2% |
| 1Y | +66.0% | +43.5% | +22.6% | +55.3% |
| 3Y | +57.7% | +445.5% | -387.9% | +21.8% |
| 5Y | +144.7% | +469.0% | -324.2% | +83.7% |
| All | +134.5% | +733.6% | -599.1% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling