+109.8%
CVE vs PNR
-46.4%
+156.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.2% | +2.3% |
| 7D | +0.2% | -3.0% | +3.2% | -0.1% |
| 30D | +17.5% | -14.9% | +32.4% | +16.0% |
| 3M | +16.2% | -19.0% | +35.2% | +15.1% |
| 6M | +47.8% | -35.9% | +83.7% | +49.3% |
| YTD | +98.5% | -43.1% | +141.6% | +104.8% |
| 1Y | +109.8% | -46.4% | +156.2% | +120.1% |
| All | +109.8% | -46.4% | +156.1% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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