+57.7%
CVE vs DAR
+11.9%
+45.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -16.1% | -9.9% | -6.2% | -12.5% |
| 30D | -10.4% | -16.4% | +6.0% | -3.9% |
| 3M | -2.4% | -17.1% | +14.7% | +4.9% |
| 6M | -4.4% | -20.5% | +16.0% | +4.2% |
| YTD | +64.9% | +39.4% | +25.5% | +48.7% |
| 1Y | +66.0% | +57.2% | +8.8% | +43.4% |
| 3Y | +57.7% | +13.9% | +43.8% | +42.5% |
| All | +57.7% | +11.9% | +45.8% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling