+73.2%
CVE vs SONY
-6.4%
+79.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.2% | -9.9% | -7.6% |
| 7D | -12.1% | +2.9% | -15.0% | -12.1% |
| 30D | -9.8% | +10.2% | -20.0% | -10.0% |
| 3M | -0.7% | +16.1% | -16.8% | -1.2% |
| 6M | -4.3% | +32.1% | -36.4% | -4.7% |
| YTD | +70.6% | +1.4% | +69.2% | +75.2% |
| 1Y | +73.2% | -7.0% | +80.2% | +80.8% |
| All | +73.2% | -6.4% | +79.5% | +80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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