+57.1%
CVE vs Q
+32.1%
+25.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.9% | -6.4% | +0.4% |
| 7D | -10.1% | +8.4% | -18.5% | -10.2% |
| 30D | -12.1% | -1.2% | -10.9% | -12.2% |
| 3M | -1.9% | -9.3% | +7.4% | -1.8% |
| 6M | -1.8% | -15.0% | +13.2% | -1.6% |
| YTD | +65.8% | +53.5% | +12.3% | +65.5% |
| All | +57.1% | +32.1% | +25.0% | +56.4% |
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