+73.2%
CVE vs ED
+34.8%
+38.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.4% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | +16.7% | -0.1% | +16.9% | +16.7% |
| 3M | +9.3% | +3.9% | +5.3% | +9.7% |
| 6M | +43.6% | -3.0% | +46.6% | +43.4% |
| YTD | +93.6% | +10.7% | +82.9% | +95.2% |
| 1Y | +98.8% | +13.3% | +85.4% | +101.0% |
| All | +73.2% | +34.8% | +38.3% | +67.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling