+130.1%
CVE vs BTI
+114.6%
+15.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +1.1% |
| 7D | -10.1% | -2.9% | -7.1% | -9.0% |
| 30D | -12.1% | +8.3% | -20.4% | -15.7% |
| 3M | -1.9% | +2.9% | -4.8% | -4.0% |
| 6M | -1.8% | +6.2% | -8.1% | -6.3% |
| YTD | +65.8% | +10.9% | +54.9% | +53.7% |
| 1Y | +60.8% | +16.6% | +44.3% | +45.0% |
| 3Y | +70.1% | +142.2% | -72.1% | -2.6% |
| 5Y | +134.8% | +151.3% | -16.5% | +30.1% |
| 10Y | +130.1% | +113.9% | +16.2% | +37.8% |
| All | +130.1% | +114.6% | +15.5% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling