+73.2%
CVE vs ETR
+18.4%
+54.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.7% | -10.4% | -8.0% |
| 7D | -12.1% | +3.7% | -15.8% | -12.6% |
| 30D | -9.8% | +11.0% | -20.8% | -11.6% |
| 3M | -0.7% | +3.4% | -4.1% | -1.2% |
| 6M | -4.3% | -3.3% | -1.0% | -2.8% |
| YTD | +70.6% | +23.3% | +47.3% | +50.9% |
| 1Y | +73.2% | +19.2% | +54.0% | +56.5% |
| All | +73.2% | +18.4% | +54.8% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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