+57.1%
CVE vs AVTR
+37.2%
+19.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.6% |
| 7D | -10.1% | +1.9% | -12.0% | -10.0% |
| 30D | -12.1% | +1.5% | -13.6% | -12.0% |
| 3M | -1.9% | +17.1% | -18.9% | -0.7% |
| 6M | -1.8% | +91.5% | -93.3% | +5.3% |
| YTD | +65.8% | +38.8% | +27.0% | +75.0% |
| All | +57.1% | +37.2% | +19.9% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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