+65.8%
CVE vs AU
+6.3%
+59.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.5% |
| 7D | +5.9% | -7.2% | +13.1% | +5.3% |
| 30D | -10.9% | -2.9% | -8.0% | -10.7% |
| 3M | -4.5% | -8.7% | +4.2% | -4.6% |
| 6M | -1.0% | -14.1% | +13.2% | -0.9% |
| YTD | +74.7% | +4.8% | +69.9% | +79.5% |
| 1Y | +65.8% | +11.9% | +53.9% | +69.4% |
| All | +65.8% | +6.3% | +59.5% | +69.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling