+96.3%
CVE vs BRKR
+406.4%
-310.1%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.8% | +7.6% | +2.6% |
| 7D | +2.0% | -7.8% | +9.8% | +4.1% |
| 30D | +13.2% | -3.4% | +16.5% | +13.9% |
| 3M | +21.7% | -4.8% | +26.5% | +20.8% |
| 6M | +48.4% | +46.7% | +1.7% | +26.8% |
| YTD | +100.1% | +15.8% | +84.3% | +81.8% |
| 1Y | +107.8% | +75.4% | +32.4% | +63.0% |
| 3Y | +76.9% | -10.3% | +87.2% | +60.6% |
| 5Y | +346.2% | -38.8% | +385.0% | +348.8% |
| 10Y | +173.5% | +158.2% | +15.3% | +59.9% |
| All | +96.3% | +406.4% | -310.1% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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