+57.7%
CVE vs HRB
+36.2%
+21.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.2% | +3.6% | -0.8% |
| 7D | -16.1% | +2.7% | -18.8% | -16.0% |
| 30D | -10.4% | +22.1% | -32.5% | -9.7% |
| 3M | -2.4% | +15.7% | -18.1% | -1.9% |
| 6M | -4.4% | +83.3% | -87.8% | -2.8% |
| YTD | +64.9% | +25.0% | +39.9% | +65.6% |
| 1Y | +66.0% | +6.9% | +59.1% | +66.2% |
| 3Y | +57.7% | +39.0% | +18.6% | +43.8% |
| All | +57.7% | +36.2% | +21.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 3y: compounded portfolio wealth divided by compounded HRB 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…
3y analysis · Full analysis span regression · 6 months rolling