+148.6%
CVE vs DAR
+311.7%
-163.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.5% | +0.1% |
| 7D | +5.9% | +11.6% | -5.6% | 0.0% |
| 30D | -10.9% | -10.2% | -0.6% | -5.7% |
| 3M | -4.5% | -14.8% | +10.3% | +3.5% |
| 6M | -1.0% | -10.1% | +9.1% | +4.1% |
| YTD | +74.7% | +55.5% | +19.2% | +38.7% |
| 1Y | +65.8% | +61.7% | +4.1% | +28.4% |
| 3Y | +73.2% | +37.2% | +36.0% | +34.7% |
| 5Y | +155.6% | -26.9% | +182.5% | +169.7% |
| All | +148.6% | +311.7% | -163.1% | -3.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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