+73.2%
CVE vs BR
-14.2%
+87.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +3.0% | -10.7% | -7.1% |
| 7D | -12.1% | +7.0% | -19.0% | -10.9% |
| 30D | -9.8% | +19.0% | -28.8% | -7.1% |
| 3M | -0.7% | +13.1% | -13.8% | +1.5% |
| 6M | -4.3% | +24.6% | -29.0% | -0.3% |
| YTD | +70.6% | -13.6% | +84.2% | +73.9% |
| 1Y | +73.2% | -13.1% | +86.3% | +77.5% |
| All | +73.2% | -14.2% | +87.4% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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