+98.8%
CVE vs NTR
+43.1%
+55.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.2% | -0.4% |
| 7D | +2.5% | +8.1% | -5.6% | -2.1% |
| 30D | +16.7% | +18.8% | -2.0% | +5.5% |
| 3M | +9.3% | +16.2% | -7.0% | 0.0% |
| 6M | +43.6% | +9.8% | +33.8% | +33.7% |
| YTD | +93.6% | +30.9% | +62.7% | +61.7% |
| 1Y | +98.8% | +41.8% | +57.0% | +60.6% |
| All | +98.8% | +43.1% | +55.7% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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