+148.9%
CVE vs IBB
+43.4%
+105.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.2% | +2.6% |
| 7D | +0.1% | -1.4% | +1.4% | +0.4% |
| 30D | -10.8% | +6.8% | -17.6% | -12.4% |
| 3M | -4.3% | +9.2% | -13.6% | -7.0% |
| 6M | -1.5% | +28.3% | -29.8% | -9.0% |
| YTD | +70.7% | +29.4% | +41.3% | +56.3% |
| 1Y | +58.1% | +33.2% | +24.9% | +43.2% |
| 3Y | +69.8% | +90.2% | -20.3% | +33.7% |
| 5Y | +148.9% | +44.0% | +104.9% | +99.6% |
| All | +148.9% | +43.4% | +105.6% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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