+229.3%
CVE vs FND
+69.4%
+159.9%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -16.1% | +7.7% | -23.8% | -17.8% |
| 30D | -10.4% | +11.9% | -22.2% | -13.2% |
| 3M | -2.4% | -14.6% | +12.2% | -0.1% |
| 6M | -4.4% | +0.5% | -4.9% | -7.5% |
| YTD | +64.9% | -15.8% | +80.8% | +64.3% |
| 1Y | +66.0% | -12.9% | +79.0% | +63.3% |
| 3Y | +57.7% | -34.2% | +91.8% | +58.5% |
| 5Y | +144.7% | -61.6% | +206.3% | +172.4% |
| All | +229.3% | +69.4% | +159.9% | +124.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling