+73.2%
CVE vs SONY
+46.9%
+26.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.0% |
| 7D | +2.5% | -1.2% | +3.7% | +2.7% |
| 30D | +16.7% | +9.4% | +7.3% | +14.6% |
| 3M | +9.3% | +10.5% | -1.2% | +7.0% |
| 6M | +43.6% | +11.7% | +31.9% | +39.9% |
| YTD | +93.6% | -4.1% | +97.6% | +96.0% |
| 1Y | +98.8% | -11.8% | +110.5% | +105.4% |
| All | +73.2% | +46.9% | +26.2% | +61.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling