+107.8%
CVE vs GNRC
+1.4%
+106.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.0% | +2.8% | +0.9% |
| 7D | +2.0% | +3.2% | -1.2% | +1.8% |
| 30D | +13.2% | -9.5% | +22.7% | +13.8% |
| 3M | +21.7% | -28.5% | +50.2% | +23.9% |
| 6M | +48.4% | -10.0% | +58.3% | +46.6% |
| YTD | +100.1% | +36.7% | +63.4% | +86.4% |
| 1Y | +107.8% | +2.6% | +105.3% | +96.8% |
| All | +107.8% | +1.4% | +106.5% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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