+73.2%
CVE vs BWA
+17.4%
+55.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -2.5% | -5.1% | -7.5% |
| 7D | -12.1% | -9.9% | -2.2% | -11.7% |
| 30D | -9.8% | -16.4% | +6.6% | -9.1% |
| 3M | -0.7% | -19.8% | +19.1% | +0.2% |
| 6M | -4.3% | -10.0% | +5.6% | -3.2% |
| YTD | +70.6% | +12.7% | +57.8% | +62.7% |
| 1Y | +73.2% | +15.7% | +57.5% | +64.9% |
| All | +73.2% | +17.4% | +55.8% | +64.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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