+58.1%
CVE vs BEN
+68.9%
-10.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.6% | +2.7% |
| 7D | +0.1% | +7.2% | -7.1% | +1.5% |
| 30D | -10.8% | +14.1% | -24.9% | -8.1% |
| 3M | -4.3% | +9.9% | -14.3% | -2.0% |
| 6M | -1.5% | +17.4% | -18.9% | +1.8% |
| YTD | +70.7% | +57.3% | +13.4% | +83.0% |
| 1Y | +58.1% | +66.9% | -8.8% | +66.2% |
| All | +58.1% | +68.9% | -10.8% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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