+70.1%
CVE vs TD
+134.4%
-64.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | 0.0% |
| 7D | -10.1% | -0.6% | -9.4% | -9.9% |
| 30D | -12.1% | +7.9% | -20.0% | -14.6% |
| 3M | -1.9% | +3.1% | -5.0% | -3.2% |
| 6M | -1.8% | +17.2% | -19.0% | -9.0% |
| YTD | +65.8% | +34.7% | +31.0% | +42.2% |
| 1Y | +60.8% | +56.9% | +3.9% | +25.7% |
| 3Y | +70.1% | +134.7% | -64.6% | -3.6% |
| All | +70.1% | +134.4% | -64.3% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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