+73.2%
CVE vs HRB
+36.4%
+36.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -1.4% |
| 7D | +2.5% | -5.7% | +8.2% | +2.4% |
| 30D | +16.7% | +7.9% | +8.8% | +16.9% |
| 3M | +9.3% | +32.1% | -22.9% | +9.7% |
| 6M | +43.6% | +62.2% | -18.6% | +44.7% |
| YTD | +93.6% | +16.4% | +77.2% | +93.7% |
| 1Y | +98.8% | -0.3% | +99.0% | +99.0% |
| All | +73.2% | +36.4% | +36.8% | +55.5% |
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