+57.5%
CVE vs QSR
+17.9%
+39.6%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.1% | +0.3% |
| 7D | -10.0% | +4.5% | -14.5% | -9.1% |
| 30D | -11.9% | +9.4% | -21.3% | -10.4% |
| 3M | -5.9% | +7.5% | -13.4% | -4.9% |
| 6M | -1.6% | -0.8% | -0.7% | +0.3% |
| YTD | +66.3% | +16.9% | +49.4% | +67.6% |
| 1Y | +57.5% | +16.3% | +41.2% | +59.1% |
| All | +57.5% | +17.9% | +39.6% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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