+73.2%
CVE vs IBN
+32.1%
+41.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.3% |
| 7D | +2.5% | +1.4% | +1.1% | +2.5% |
| 30D | +16.7% | -0.3% | +17.1% | +16.8% |
| 3M | +9.3% | +17.1% | -7.8% | +8.9% |
| 6M | +43.6% | +3.4% | +40.2% | +45.0% |
| YTD | +93.6% | +2.5% | +91.1% | +95.4% |
| 1Y | +98.8% | -4.2% | +102.9% | +102.5% |
| All | +73.2% | +32.1% | +41.1% | +73.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling