+159.5%
CVE vs BN
+31.1%
+128.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.2% |
| 7D | +5.9% | -1.0% | +6.9% | +6.3% |
| 30D | -10.9% | +14.0% | -24.8% | -15.8% |
| 3M | -4.5% | -9.0% | +4.5% | -1.7% |
| 6M | -1.0% | -8.8% | +7.9% | +1.1% |
| YTD | +74.7% | -10.3% | +85.0% | +76.9% |
| 1Y | +65.8% | -5.8% | +71.6% | +63.7% |
| 3Y | +73.2% | +94.8% | -21.6% | +15.2% |
| All | +159.5% | +31.1% | +128.4% | +105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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