+146.2%
CVE vs IBN
+63.6%
+82.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.1% | -6.8% | -3.3% |
| 7D | -14.1% | +11.7% | -25.7% | -15.6% |
| 30D | -11.6% | +16.1% | -27.7% | -13.8% |
| 3M | 0.0% | +7.0% | -7.0% | -1.1% |
| 6M | -8.4% | +26.1% | -34.5% | -12.7% |
| YTD | +65.9% | +10.1% | +55.8% | +62.7% |
| 1Y | +69.4% | +8.0% | +61.4% | +67.2% |
| 3Y | +55.9% | +46.0% | +9.9% | +36.7% |
| 5Y | +146.2% | +63.9% | +82.3% | +113.9% |
| All | +146.2% | +63.6% | +82.5% | +113.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling