+142.8%
CVE vs IBN
+388.7%
-245.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.8% |
| 7D | +0.1% | +11.1% | -11.1% | -4.4% |
| 30D | -10.8% | +23.9% | -34.7% | -18.9% |
| 3M | -4.3% | +16.3% | -20.6% | -10.9% |
| 6M | -1.5% | +34.2% | -35.7% | -14.3% |
| YTD | +70.7% | +17.6% | +53.2% | +55.7% |
| 1Y | +58.1% | +13.8% | +44.3% | +46.4% |
| 3Y | +69.8% | +57.0% | +12.8% | +31.1% |
| 5Y | +148.9% | +75.3% | +73.6% | +78.1% |
| All | +142.8% | +388.7% | -245.8% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling