+135.5%
CVE vs HDB
-24.7%
+160.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | -16.1% | +13.3% | -29.5% | -17.7% |
| 30D | -10.4% | +13.6% | -23.9% | -12.1% |
| 3M | -2.4% | +5.8% | -8.1% | -3.3% |
| 6M | -4.4% | -1.9% | -2.5% | -4.6% |
| YTD | +64.9% | -31.2% | +96.1% | +78.9% |
| 1Y | +66.0% | -29.6% | +95.6% | +79.0% |
| 3Y | +57.7% | -10.1% | +67.8% | +56.0% |
| All | +135.5% | -24.7% | +160.3% | +163.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling