+320.2%
CVE vs AU
+668.7%
-348.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.1% |
| 7D | +2.5% | -3.6% | +6.1% | +2.9% |
| 30D | +16.7% | +23.9% | -7.1% | +13.8% |
| 3M | +9.3% | +19.1% | -9.8% | +6.7% |
| 6M | +43.6% | -0.2% | +43.8% | +42.2% |
| YTD | +93.6% | +32.5% | +61.1% | +82.4% |
| 1Y | +98.8% | +96.9% | +1.8% | +73.7% |
| 3Y | +73.6% | +614.7% | -541.1% | +13.7% |
| All | +320.2% | +668.7% | -348.5% | +164.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling