+58.1%
CVE vs Q
+28.9%
+29.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.6% |
| 7D | +0.1% | +6.6% | -6.5% | 0.0% |
| 30D | -10.8% | +2.7% | -13.6% | -10.9% |
| 3M | -4.3% | -8.4% | +4.0% | -4.3% |
| 6M | -1.5% | -17.3% | +15.8% | -1.1% |
| YTD | +70.7% | +55.3% | +15.4% | +70.3% |
| 1Y | +58.1% | +31.5% | +26.6% | +57.3% |
| All | +58.1% | +28.9% | +29.2% | +57.3% |
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