+55.6%
CVE vs INFQ
-4.1%
+59.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.3% | -3.8% | +2.7% |
| 7D | +0.2% | +7.6% | -7.5% | +0.4% |
| 30D | +17.5% | +14.7% | +2.8% | +18.1% |
| 3M | +16.2% | -7.8% | +24.0% | +16.6% |
| 6M | +47.8% | +28.0% | +19.7% | +54.3% |
| All | +55.6% | -4.1% | +59.8% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling