+73.2%
CVE vs BNS
+52.0%
+21.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +3.0% | -10.6% | -6.8% |
| 7D | -12.1% | +2.0% | -14.1% | -11.5% |
| 30D | -9.8% | +7.8% | -17.6% | -8.1% |
| 3M | -0.7% | +11.7% | -12.4% | +2.5% |
| 6M | -4.3% | +28.2% | -32.6% | +0.6% |
| YTD | +70.6% | +34.8% | +35.8% | +81.3% |
| 1Y | +73.2% | +51.1% | +22.1% | +85.1% |
| All | +73.2% | +52.0% | +21.2% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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