+73.2%
CVE vs FE
+49.5%
+23.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | +2.5% | +1.9% | +0.6% | +2.3% |
| 30D | +16.7% | -1.2% | +17.9% | +16.8% |
| 3M | +9.3% | +3.5% | +5.8% | +8.8% |
| 6M | +43.6% | -6.1% | +49.7% | +44.5% |
| YTD | +93.6% | +7.6% | +86.0% | +90.8% |
| 1Y | +98.8% | +11.9% | +86.8% | +95.1% |
| All | +73.2% | +49.5% | +23.7% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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