+57.5%
CVE vs INDA
-4.2%
+61.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.8% |
| 7D | -10.0% | +6.2% | -16.2% | -5.5% |
| 30D | -11.9% | +12.4% | -24.2% | -3.5% |
| 3M | -5.9% | +3.2% | -9.1% | -3.0% |
| 6M | -1.6% | +3.8% | -5.3% | +2.9% |
| YTD | +66.3% | -4.3% | +70.6% | +78.8% |
| 1Y | +57.5% | -4.5% | +62.0% | +70.2% |
| All | +57.5% | -4.2% | +61.7% | +70.2% |
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