+58.1%
CVE vs ITUB
+8.1%
+50.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.5% | +2.8% |
| 7D | +0.1% | +3.7% | -3.6% | +0.3% |
| 30D | -10.8% | -24.9% | +14.1% | -11.5% |
| 3M | -4.3% | +0.8% | -5.1% | -4.1% |
| 6M | -1.5% | -6.6% | +5.2% | -1.2% |
| YTD | +70.7% | +7.8% | +62.9% | +66.3% |
| 1Y | +58.1% | +7.4% | +50.7% | +54.6% |
| All | +58.1% | +8.1% | +50.0% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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