+153.9%
CVE vs BEN
+29.7%
+124.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.0% |
| 7D | +4.6% | +11.3% | -6.7% | +1.4% |
| 30D | -12.0% | +15.0% | -27.0% | -15.8% |
| 3M | -3.8% | +7.8% | -11.6% | -6.3% |
| 6M | -2.7% | +15.5% | -18.2% | -8.0% |
| YTD | +73.6% | +55.4% | +18.2% | +46.6% |
| 1Y | +62.0% | +63.3% | -1.3% | +34.1% |
| 3Y | +72.7% | +83.4% | -10.7% | +31.2% |
| 5Y | +153.9% | +28.1% | +125.9% | +129.0% |
| All | +153.9% | +29.7% | +124.2% | +129.0% |
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