+89.9%
CVE vs IBN
+397.3%
-307.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | +2.5% | +1.4% | +1.1% | +1.9% |
| 30D | +16.7% | -0.3% | +17.1% | +16.7% |
| 3M | +9.3% | +17.1% | -7.8% | +1.9% |
| 6M | +43.6% | +3.4% | +40.2% | +39.7% |
| YTD | +93.6% | +2.5% | +91.1% | +88.3% |
| 1Y | +98.8% | -4.2% | +102.9% | +98.4% |
| 3Y | +73.6% | +32.4% | +41.2% | +47.8% |
| 5Y | +312.5% | +59.2% | +253.3% | +217.8% |
| 10Y | +161.0% | +345.7% | -184.6% | +27.8% |
| All | +89.9% | +397.3% | -307.3% | -24.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling