+135.5%
CVE vs HDB
+61.4%
+74.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.1% |
| 7D | -10.0% | +12.7% | -22.7% | -13.9% |
| 30D | -11.9% | +16.6% | -28.5% | -16.8% |
| 3M | -5.9% | +10.8% | -16.7% | -10.0% |
| 6M | -1.6% | +3.8% | -5.4% | -4.5% |
| YTD | +66.3% | -28.9% | +95.2% | +85.6% |
| 1Y | +57.5% | -28.0% | +85.5% | +74.8% |
| 3Y | +65.4% | -7.2% | +72.6% | +59.8% |
| 5Y | +144.2% | -22.2% | +166.4% | +149.1% |
| 10Y | +135.5% | +63.6% | +71.9% | +81.6% |
| All | +135.5% | +61.4% | +74.1% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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