+57.1%
CVE vs FND
-10.2%
+67.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.1% | -3.5% | +1.6% |
| 7D | -10.1% | +8.5% | -18.6% | -7.7% |
| 30D | -12.1% | +17.2% | -29.3% | -7.7% |
| 3M | -1.9% | -14.9% | +13.1% | -3.8% |
| 6M | -1.8% | +3.1% | -4.9% | +1.3% |
| YTD | +65.8% | -12.4% | +78.2% | +73.6% |
| All | +57.1% | -10.2% | +67.3% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling