+58.1%
CVE vs TECH
+26.2%
+31.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -10.8% | +0.3% | -11.2% | -10.8% |
| 3M | -4.3% | +1.0% | -5.4% | -4.3% |
| 6M | -1.5% | +54.0% | -55.4% | -0.2% |
| YTD | +70.7% | +24.3% | +46.4% | +76.6% |
| 1Y | +58.1% | +23.7% | +34.4% | +63.3% |
| All | +58.1% | +26.2% | +31.9% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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