+65.8%
CVE vs ED
+24.8%
+41.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.7% |
| 7D | +5.9% | +2.1% | +3.9% | +6.0% |
| 30D | -10.9% | +10.4% | -21.3% | -11.3% |
| 3M | -4.5% | +12.5% | -17.1% | -5.2% |
| 6M | -1.0% | +14.9% | -15.9% | -1.5% |
| YTD | +74.7% | +24.8% | +49.9% | +64.5% |
| 1Y | +65.8% | +23.8% | +42.0% | +56.7% |
| All | +65.8% | +24.8% | +41.1% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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