+320.2%
CVE vs BEN
+39.3%
+280.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -2.4% |
| 7D | +2.5% | +0.2% | +2.3% | +2.3% |
| 30D | +16.7% | -0.5% | +17.3% | +16.8% |
| 3M | +9.3% | +9.7% | -0.5% | +5.4% |
| 6M | +43.6% | +33.9% | +9.7% | +28.5% |
| YTD | +93.6% | +49.0% | +44.6% | +65.8% |
| 1Y | +98.8% | +42.1% | +56.6% | +72.7% |
| 3Y | +73.6% | +51.9% | +21.7% | +42.5% |
| All | +320.2% | +39.3% | +280.8% | +236.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling