+73.2%
CVE vs FND
-49.4%
+122.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.4% |
| 7D | +2.5% | -5.2% | +7.7% | +2.7% |
| 30D | +16.7% | -19.9% | +36.6% | +17.9% |
| 3M | +9.3% | +2.7% | +6.5% | +8.0% |
| 6M | +43.6% | -21.7% | +65.3% | +47.1% |
| YTD | +93.6% | -17.5% | +111.1% | +95.7% |
| 1Y | +98.8% | -39.3% | +138.1% | +111.8% |
| All | +73.2% | -49.4% | +122.6% | +82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling