+58.1%
CVE vs ETR
+18.6%
+39.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.6% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -10.8% | +7.7% | -18.5% | -12.0% |
| 3M | -4.3% | +5.7% | -10.1% | -5.3% |
| 6M | -1.5% | -0.3% | -1.2% | -1.1% |
| YTD | +70.7% | +23.4% | +47.4% | +51.5% |
| 1Y | +58.1% | +18.5% | +39.6% | +43.3% |
| All | +58.1% | +18.6% | +39.5% | +43.3% |
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