+153.9%
CVE vs INDA
+9.0%
+144.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | +4.6% | +3.1% | +1.6% | +3.6% |
| 30D | -12.0% | +9.1% | -21.1% | -14.7% |
| 3M | -3.8% | +3.2% | -7.0% | -4.9% |
| 6M | -2.7% | +8.5% | -11.2% | -6.2% |
| YTD | +73.6% | -4.6% | +78.2% | +78.3% |
| 1Y | +62.0% | -5.5% | +67.5% | +67.3% |
| 3Y | +72.7% | +16.7% | +56.0% | +51.9% |
| 5Y | +153.9% | +9.0% | +145.0% | +142.9% |
| All | +153.9% | +9.0% | +144.9% | +142.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling