+89.9%
CVE vs AU
+209.2%
-119.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | +2.5% | -3.6% | +6.1% | +3.0% |
| 30D | +16.7% | +23.9% | -7.1% | +13.1% |
| 3M | +9.3% | +19.1% | -9.8% | +6.0% |
| 6M | +43.6% | -0.2% | +43.8% | +41.1% |
| YTD | +93.6% | +32.5% | +61.1% | +81.5% |
| 1Y | +98.8% | +96.9% | +1.8% | +74.3% |
| 3Y | +73.6% | +614.7% | -541.1% | +21.2% |
| 5Y | +312.5% | +647.7% | -335.2% | +179.6% |
| 10Y | +161.0% | +679.2% | -518.2% | +62.0% |
| All | +89.9% | +209.2% | -119.3% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling