+28.4%
CVE vs SUNB
+13.3%
+15.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +1.4% |
| 7D | +4.6% | +7.1% | -2.5% | +5.5% |
| 30D | -12.0% | +5.4% | -17.4% | -11.2% |
| 3M | -3.8% | +1.7% | -5.5% | -3.4% |
| 6M | -2.7% | +14.1% | -16.8% | +0.4% |
| All | +28.4% | +13.3% | +15.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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