+89.9%
CVE vs BNS
+343.1%
-253.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.2% | -0.1% |
| 7D | +2.5% | +1.5% | +1.0% | +0.7% |
| 30D | +16.7% | +6.0% | +10.8% | +8.3% |
| 3M | +9.3% | +16.3% | -7.1% | -9.4% |
| 6M | +43.6% | +28.8% | +14.8% | +4.5% |
| YTD | +93.6% | +30.0% | +63.6% | +39.2% |
| 1Y | +98.8% | +50.7% | +48.1% | +20.1% |
| 3Y | +73.6% | +125.4% | -51.8% | -36.8% |
| 5Y | +312.5% | +94.2% | +218.2% | +74.6% |
| 10Y | +161.0% | +182.8% | -21.8% | -15.8% |
| All | +89.9% | +343.1% | -253.2% | -57.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling