+73.2%
CVE vs INDA
-7.3%
+80.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.7% | -10.4% | -5.5% |
| 7D | -12.1% | +6.9% | -19.0% | -7.4% |
| 30D | -9.8% | +7.4% | -17.2% | -4.7% |
| 3M | -0.7% | -1.0% | +0.3% | -0.8% |
| 6M | -4.3% | +2.9% | -7.2% | -1.4% |
| YTD | +70.6% | -7.4% | +78.0% | +79.0% |
| 1Y | +73.2% | -7.4% | +80.5% | +82.3% |
| All | +73.2% | -7.3% | +80.5% | +82.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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