+320.2%
CVE vs NTRA
+165.5%
+154.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +2.5% | +0.6% | +1.9% | +2.5% |
| 30D | +16.7% | +19.5% | -2.8% | +15.0% |
| 3M | +9.3% | +47.8% | -38.5% | +5.8% |
| 6M | +43.6% | +61.6% | -18.0% | +37.3% |
| YTD | +93.6% | +43.3% | +50.3% | +86.7% |
| 1Y | +98.8% | +97.0% | +1.7% | +85.7% |
| 3Y | +73.6% | +424.9% | -351.3% | +47.9% |
| All | +320.2% | +165.5% | +154.6% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 5y: compounded portfolio wealth divided by compounded NTRA 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…
5y analysis · Full analysis span regression · 6 months rolling