+183.6%
CVE vs INVH
+80.8%
+102.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +2.5% | -2.9% | +5.4% | +3.9% |
| 30D | +16.7% | -6.9% | +23.7% | +20.5% |
| 3M | +9.3% | -2.7% | +12.0% | +10.1% |
| 6M | +43.6% | +8.2% | +35.4% | +36.6% |
| YTD | +93.6% | +4.5% | +89.1% | +86.7% |
| 1Y | +98.8% | -2.3% | +101.1% | +97.4% |
| 3Y | +73.6% | -7.3% | +80.9% | +73.1% |
| 5Y | +312.5% | -20.5% | +333.0% | +338.0% |
| All | +183.6% | +80.8% | +102.8% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 all: compounded portfolio wealth divided by compounded INVH 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…
all analysis · Full analysis span regression · 6 months rolling