+57.1%
CVE vs NTR
+29.8%
+27.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.1% |
| 7D | -10.1% | +3.0% | -13.0% | -11.6% |
| 30D | -12.1% | +7.1% | -19.2% | -15.7% |
| 3M | -1.9% | +13.1% | -15.0% | -9.0% |
| 6M | -1.8% | +7.6% | -9.4% | -6.3% |
| YTD | +65.8% | +20.0% | +45.8% | +42.9% |
| All | +57.1% | +29.8% | +27.3% | +33.2% |
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