+89.9%
CVE vs HDB
+292.5%
-202.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | +2.5% | +0.4% | +2.1% | +2.3% |
| 30D | +16.7% | -2.8% | +19.5% | +17.9% |
| 3M | +9.3% | -3.5% | +12.8% | +9.6% |
| 6M | +43.6% | -24.7% | +68.3% | +57.6% |
| YTD | +93.6% | -36.6% | +130.1% | +128.2% |
| 1Y | +98.8% | -34.4% | +133.1% | +130.5% |
| 3Y | +73.6% | -24.4% | +98.0% | +83.7% |
| 5Y | +312.5% | -35.4% | +347.8% | +356.0% |
| 10Y | +161.0% | +39.5% | +121.5% | +93.4% |
| All | +89.9% | +292.5% | -202.6% | -24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling