+320.2%
CVE vs FND
-60.2%
+380.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.5% |
| 7D | +2.5% | -5.2% | +7.7% | +2.9% |
| 30D | +16.7% | -19.9% | +36.6% | +18.8% |
| 3M | +9.3% | +2.7% | +6.5% | +7.9% |
| 6M | +43.6% | -21.7% | +65.3% | +46.4% |
| YTD | +93.6% | -17.5% | +111.1% | +95.2% |
| 1Y | +98.8% | -39.3% | +138.1% | +109.3% |
| 3Y | +73.6% | -49.8% | +123.4% | +82.9% |
| All | +320.2% | -60.2% | +380.3% | +351.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling