+69.4%
CVE vs Q
+5.1%
+64.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.4% | +4.6% | -2.6% |
| 7D | -14.1% | -10.3% | -3.8% | -13.9% |
| 30D | -11.6% | -17.7% | +6.0% | -11.5% |
| 3M | 0.0% | -18.8% | +18.9% | +0.3% |
| 6M | -8.4% | -24.8% | +16.4% | -7.9% |
| YTD | +65.9% | +35.0% | +30.9% | +66.1% |
| 1Y | +69.4% | +10.7% | +58.7% | +70.7% |
| All | +69.4% | +5.1% | +64.4% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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