+159.5%
CVE vs BEN
+28.2%
+131.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.5% |
| 7D | +5.9% | +6.8% | -0.9% | +3.9% |
| 30D | -10.9% | +18.0% | -28.8% | -15.4% |
| 3M | -4.5% | +7.5% | -12.0% | -6.9% |
| 6M | -1.0% | +14.7% | -15.7% | -6.1% |
| YTD | +74.7% | +56.1% | +18.7% | +47.3% |
| 1Y | +65.8% | +69.6% | -3.8% | +35.4% |
| 3Y | +73.2% | +87.7% | -14.5% | +30.4% |
| All | +159.5% | +28.2% | +131.2% | +132.5% |
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