+36.1%
CVE vs INFQ
-38.7%
+74.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.3% | +9.0% | +1.5% |
| 7D | +4.6% | +17.3% | -12.7% | +5.1% |
| 30D | -12.0% | -13.6% | +1.6% | -12.2% |
| 3M | -3.8% | -29.4% | +25.6% | -4.3% |
| 6M | -2.7% | -33.4% | +30.6% | -0.7% |
| All | +36.1% | -38.7% | +74.8% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 10y: compounded portfolio wealth divided by compounded INFQ 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…
10y analysis · Full analysis span regression · 6 months rolling