+62.0%
CVE vs INDA
-5.4%
+67.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.6% |
| 7D | +4.6% | +3.1% | +1.6% | +7.2% |
| 30D | -12.0% | +9.1% | -21.1% | -5.5% |
| 3M | -3.8% | +3.2% | -7.0% | -0.8% |
| 6M | -2.7% | +8.5% | -11.2% | +4.0% |
| YTD | +73.6% | -4.6% | +78.2% | +85.0% |
| 1Y | +62.0% | -5.5% | +67.5% | +73.9% |
| All | +62.0% | -5.4% | +67.4% | +73.9% |
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