+320.2%
CVE vs INDA
+8.8%
+311.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +2.5% | +0.7% | +1.8% | +2.2% |
| 30D | +16.7% | -0.8% | +17.5% | +17.0% |
| 3M | +9.3% | +3.9% | +5.3% | +7.1% |
| 6M | +43.6% | -0.7% | +44.3% | +43.1% |
| YTD | +93.6% | -7.7% | +101.2% | +101.3% |
| 1Y | +98.8% | -5.1% | +103.9% | +102.8% |
| 3Y | +73.6% | +13.6% | +60.0% | +52.6% |
| All | +320.2% | +8.8% | +311.3% | +295.2% |
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 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