+57.1%
CVE vs IBN
+14.7%
+42.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.1% | +1.3% |
| 7D | -10.1% | +14.6% | -24.7% | -3.6% |
| 30D | -12.1% | +23.5% | -35.6% | -2.5% |
| 3M | -1.9% | +14.0% | -15.9% | +5.2% |
| 6M | -1.8% | +31.1% | -33.0% | +11.6% |
| YTD | +65.8% | +16.6% | +49.2% | +84.6% |
| All | +57.1% | +14.7% | +42.3% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling