+73.2%
CVE vs BBWI
+2.4%
+70.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +4.1% | -11.8% | -7.1% |
| 7D | -12.1% | +8.8% | -20.9% | -11.1% |
| 30D | -9.8% | +34.8% | -44.6% | -6.5% |
| 3M | -0.7% | +12.9% | -13.6% | +1.2% |
| 6M | -4.3% | +29.6% | -33.9% | -0.7% |
| YTD | +70.6% | +20.8% | +49.8% | +78.0% |
| 1Y | +73.2% | +4.1% | +69.1% | +81.2% |
| All | +73.2% | +2.4% | +70.8% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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