+107.8%
CVE vs NTR
+42.7%
+65.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.0% | +0.5% | +1.4% | +1.7% |
| 30D | +13.2% | +21.7% | -8.5% | +0.9% |
| 3M | +21.7% | +22.8% | -1.1% | +7.7% |
| 6M | +48.4% | +8.2% | +40.1% | +39.6% |
| YTD | +100.1% | +32.9% | +67.2% | +65.5% |
| 1Y | +107.8% | +45.3% | +62.5% | +65.6% |
| All | +107.8% | +42.7% | +65.2% | +65.6% |
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