+66.0%
CVE vs IBN
+14.0%
+52.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | +1.4% |
| 7D | -16.1% | +15.1% | -31.2% | -10.1% |
| 30D | -10.4% | +21.6% | -32.0% | -1.6% |
| 3M | -2.4% | +11.2% | -13.6% | +3.3% |
| 6M | -4.4% | +27.8% | -32.2% | +7.1% |
| YTD | +64.9% | +14.7% | +50.3% | +81.8% |
| 1Y | +66.0% | +14.4% | +51.6% | +84.7% |
| All | +66.0% | +14.0% | +52.0% | +84.7% |
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